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
-

Method Named Intuit Platinum Partner, Expands Support for Intuit Enterprise Suite and Multi-Entity Customers with Launch at Intuit Connect
Toronto, ON – October 16, 2025 – Method, a top-rated CRM integration for QuickBooks customers, today announced it has become an Intuit Platinum Partner, the highest tier in the Intuit App Partner Program. This designation reflects Method’s long-standing commitment to helping small and mid-sized businesses (SMBs) thrive with QuickBooks, while introducing new functionality to support…
-

The Multi-Entity Playbook: A Smarter Way to Scale on QuickBooks
Managing a multi-entity business doesn’t have to be complicated. With Method CRM, you can streamline operations, connect key pieces, and bring clarity to every part of your business.
-

CRM Evaluation Checklist: 6 steps to choosing the right CRM system for your business
Learn how to evaluate CRM software objectively with this comprehensive CRM evaluation checklist. From identifying your business needs to comparing features and functionality, our guide helps small and mid-sized businesses make an informed decision on the right CRM.
Latest posts
-

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.
-

How much does QuickBooks charge for ACH payments?
Discover how much QuickBooks charges for ACH payments. Learn about fees, transaction limits, and ways to save on payment processing.
-

How to reprint checks in QuickBooks easily
Learn how to reprint checks in QuickBooks quickly and efficiently. This guide provides clear steps to locate, reprint, and manage your checks.
-

How to apply vendor credits in QuickBooks Online efficiently
Learn how to apply vendor credits in QuickBooks Online so you can stay on top of your accounts payable—without the headache.
-

How much does QuickBooks charge for credit card payments?
How much does QuickBooks charge for credit card payments? Find out here, including processing fees, rates, and the impact on your cash flow.
-

How to write off bad debt in QuickBooks Online: A definitive guide
Learn step by step how to write off bad debt in QuickBooks to keep your financial records clean and handle uncollectible accounts properly.
-

How to transfer QuickBooks to a new computer on Windows: A step-by-step guide
Learn how to transfer QuickBooks to a new computer running Windows safely. Plus, get the dos and don’ts for a successful, easy migration.
-

How to process payroll in QuickBooks: Easy steps
Wondering how to process payroll in QuickBooks? This guide breaks it down—employee payments, taxes, and direct deposits made simple.
-

How to add an accountant to QuickBooks Online: Important steps
Want to make managing your books a breeze? Learn how to add an accountant to QuickBooks Online and set them up with the right access.
-

The top 6 sales lead tracking solutions to never miss an opportunity again
Realize the full potential of your sales process with sales lead tracking and ensure that every prospect gets the attention they deserve.
-

The difference between close rate vs. win rate and how to improve both
Discover the difference between close rate vs. win rate, two critical sales metrics. See how to calculate and optimize them to drive growth.














