Small business knowledge hub
Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
Want to see it in action first? Take me there →
Featured posts
-
2025 proved something about successful businesses
In 2025, Method spent 24,572 hours customizing CRMs for manufacturers, distributors, and service companies. The most successful businesses refuse to change their proven processes to fit rigid software, but adapt software to fit their actual workflows instead.
-
Introducing Method Enhancements: CRM customization made easy
Introducing Method Enhancements — a faster, transparent way to customize your CRM with real Method Experts. Say yes to industry-specific workflows, same-day implementations, and pricing you can trust. Book your free customization hour today.
-
Method Named Intuit Platinum Partner, Expands Support for Intuit Enterprise Suite and Multi-Entity Customers with Launch at Intuit Connect
Method is now an Intuit Platinum Partner, expanding support for Intuit Enterprise Suite with a multi-entity CRM solution that unifies data and operations.
Latest posts
-
How to set up multiple companies in QuickBooks Desktop (Step-by-Step Guide)
This guide shows you how to set up multiple companies in QuickBooks Desktop step by step, plus tips to organize each company file simplify multi-company management with the help of Method CRM.
-
QuickBooks Online vs. Desktop for multiple companies: The ultimate comparison
QuickBooks Online or Desktop for multiple companies? Compare cost, access, features, and see how Method CRM syncs every file for one real-time view.
-
The best 6 CRMs for blinds manufacturers: A complete buyer’s guide
Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.
-
3 Best QuickBooks Desktop alternatives for 2026 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
-
QuickBooks intercompany transactions: How to manage multiple entities efficiently
Learn what QuickBooks intercompany transactions are, why they matter, how to manage them, and how Method helps streamline workflows across all your entities.
-
How to adjust retained earnings in QuickBooks
See how to adjust retained earnings in QuickBooks to correct discrepancies, close out prior-year balances, and maintain accurate reporting.
-
How to delete journal entries in QuickBooks: Complete guide
See how to delete journal entries in QuickBooks Online and Desktop step by step. Also, learn when to delete, reverse, or clear entries.
-
How to view journal entries in QuickBooks Online: Easy steps
Learn how to view journal entries in QuickBooks Online in this blog. Also, explore specific types of journal entries and some best practices.
-
How to merge vendors in QuickBooks: A step-by-step guide
Learn how to merge vendors in QuickBooks in this blog. Clean up that messy vendor list, ditch the duplicates, and keep your financials sharp.
-
What is opening balance equity in QuickBooks and how to use it
What is opening balance equity in QuickBooks? Discover what it means, its purpose in accounting, and how to manage it in this blog.
-
How to record refunds from a vendor in QuickBooks Online
Learn how to record a vendor refund in QuickBooks and better manage vendor credits, track refunds, and maintain accurate financial records.
-
How to import accountant changes in QuickBooks in 5 easy steps
Learn how to import accountant changes in QuickBooks Desktop with ease. Stay on the same page as your accountant and keep your books clean.
