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Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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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.
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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.
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3 Best QuickBooks Desktop alternatives for 2025 (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!)
Latest posts
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Benefits of ERP system for small business
ERP systems for small business isn’t always ideal, but this guide highlights when they are most beneficial to use.
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ERP advantages and disadvantages — A detailed guide
ERP systems have numerous advantages as well as disadvantages that are discussed in this article.
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Is Salesforce an ERP – Features and integrations
You can improve how you uses the Salesforce software using ERP integrations. This article notes the key benefits.
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5 ERP alternatives to consider in 2025
This article details the current state of ERP as well as the most effective ERP alternatives for your small business.
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What is the best small manufacturing ERP of 2025?
The right manufacturing ERP software is essential to flourish. Here are the top programs available.
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Best software for wholesale distribution — A complete guide
This article helps you find the best wholesale distribution software to make your business more efficient.
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What is QuickBooks manufacturing software?
This blog highlights the basics of what Quickbooks manufacturing software is and how it can help you.
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Does QuickBooks have an approval process?
This blog post explains how to enable approvals and how to complement the limitations of some QuickBooks plans
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Invoice approval software QuickBooks: Your best alternative
This blog explains how to set up invoice approval in QuickBooks and how an integration complements its limitations.
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How to enable an approval workflow in QuickBooks Online
This blog covers how to enable an approval workflow in QuickBooks Online.
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How to add a signature in QuickBooks Online
See how and why QuickBooks Online users need e-signature capture.
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How to add signature line on QuickBooks invoice
Although QuickBooks has become a staple accounting software, signature capture is not yet possible without integrated apps. See how to implement it today!