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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The ultimate QuickBooks chart of accounts template Excel

Download a free QuickBooks chart of accounts template Excel and learn everything you need to know to handle your finances effectively.
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QuickBooks vs. Excel for small business accounting in 2026

Excel is a classic bookkeeping tool, but could QuickBooks be better? Keep reading to compare QuickBooks vs. Excel for small businesses in 2025
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QuickBooks Import Excel and CSV toolkit: Step by step

Discover how to simplify your data import processes with the QuickBooks Import Excel and CSV toolkit. Gain control over your data!
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How to import transactions into QuickBooks Online from Excel

Learn how to easily import transactions into QuickBooks Online from Excel. Get detailed steps plus pros and cons in our guide.
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How to import transactions into QuickBooks Desktop from Excel

Learn how to import transactions into QuickBooks Desktop from Excel. Import transactions from Excel and CSV files into QuickBooks Desktop.
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How to import Excel into QuickBooks 

Want to transfer data from Excel to QuickBooks? Discover how to import Excel into QuickBooks for your financial reports.
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QuickBooks export to Excel: What you need to know 

Master your data by learning how to do a QuickBooks export to Excel. Accurately transform QuickBooks data into an accurate worksheet!
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6 best credit card processing for QuickBooks

Are you interested in lower transaction fees? Discover the six best credit card processing for QuickBooks.
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How to set up recurring payments in QuickBooks Online 

Discover how to set up recurring payments in QuickBooks Online with our comprehensive guide.
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How to use categories in QuickBooks Online

Learn how to use categories in QuickBooks Online to stay financially organized and track every sale.