QuickBooks What Sales, Order & Inventory Automation Should Look Like in 2026
Learn to align Sales & Finance in QuickBooks for streamlined processes, accurate forecasts, and profitable growth—expert tips from Method & FinOptimal.
Quickbooks guides and tips
Explore Method’s guides for QuickBooks Online and Desktop. Find answers to everyday problems, from declined payments to multi-location inventory, and guidance on bigger decisions like moving from QuickBooks Desktop to Online. When sales and operations need access to the same customer data as accounting, Method’s QuickBooks CRM connects them through a two-way sync.
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QuickBooks 
QuickBooks 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.
QuickBooks 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.
QuickBooks 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.
QuickBooks 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.
QuickBooks 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.
QuickBooks 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.
QuickBooks 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.
QuickBooks How to categorize expenses in QuickBooks Online and keep your books clean
See how to categorize expenses in QuickBooks to keep your financial records organized, track spending better, and simplify accounting tasks.