QuickBooks payment declined? Why it happens and how to fix it
Troubleshoot QuickBooks payment declines with fixes for card errors, ACH returns, recurring payments, billing details, and more.
Latest Kelly Kennedy posts
Do you need a CRM if you have QuickBooks Customer Hub?
QuickBooks Customer Hub covers starter CRM needs. Learn when it is enough and when growing teams need customizable workflows connected to QuickBooks.
How to connect Method CRM with Claude
You can connect Method CRM to Claude so Claude can work with the information in your Method account. The connection uses Method’s API, which is an interface that allows Method to exchange information and instructions with other software. In this case, it lets Claude access the Method data you authorize so you can ask questions […]
How Method Pay auto-matches payments to invoices and syncs to QuickBooks
Method Pay doesn’t stop at processing the payment. When a customer pays an invoice, the payment is automatically tied back to that invoice and synced with QuickBooks. That’s a big change from workflows where someone has to manually match payments and update records across multiple systems. Accepting card and ACH payments is something most businesses […]
CRM with payment processing for QuickBooks users: What to look for
A CRM with payment processing should do more than accept cards or ACH; it should connect customer records, invoices, payments, and accounting sync, in one convenient spot. Every payment needs to land in the right place, be tied to the right invoice, and have your books updated automatically. But how can you make sure the […]
Why standard CRMs can fall short once manufacturing quotes become orders
Standard CRMs can fall short for manufacturers because their workflows often end at closed-won, while the manufacturer’s work continues through approvals, order coordination, fulfillment, invoicing and customer updates. Based on Method’s analysis of 465 manufacturing and distribution prospect calls, 82% cited order management as their top pain point. This guide explains where the gap appears, […]
How Method works as a customizable CRM for QuickBooks-based manufacturers
Discover how Method works as a customizable manufacturing CRM for QuickBooks users, connecting quotes, sales orders, approvals, and customer updates.
Method vs. Katana for small manufacturers: Which platform fits your workflow?
Method and Katana solve two different problems for small manufacturers. For its part, Katana is manufacturing ERP and MRP software built for inventory management, production planning, purchasing, and shop floor visibility. Method is a customizable CRM, built for QuickBooks-connected customer management, quoting, invoicing, payments, and workflow automation. The right choice depends on where your business […]
QuickBooks Desktop to Online migration: How-to guide (2026)
Learn how to migrate from QuickBooks Desktop to Online, what data transfers, what does not, and how to avoid common migration issues.
QuickBooks Online multiple inventory locations: What multi-warehouse businesses need to know
QuickBooks Online tracks inventory and locations, but not true multi-location stock. See what QuickBooks Online can and can't do, plus options for multi-warehouse businesses.