Small business knowledge hub
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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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.
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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.
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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.
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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.
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How your business can streamline sales process steps from beginning to end
What does “streamline sales process” mean? Learn how to improve efficiency and customer experiences to drive business growth in this blog.
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How to streamline customer service and deliver an exceptional experience with every sale
Learn how to streamline customer service with efficient workflows, advanced tools, and proven strategies that optimize team performance.
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How to prevent a lost sales opportunity from ever happening again
Never let a lost sales opportunity hurt your cash flow again. Learn how communication, data insights, and team training help you close deals.
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How to improve your sales close rate and why you need to be tracking it
Ready to learn how to improve sales close rate? Nail your pitch, find your best customers, and master follow-ups with this blog.
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How to automate your sales process: A comprehensive guide
Learn how to automate your sales process with strategies and tools that save time, drive revenue, and make customer interactions smoother.
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Ultimate guide to HVAC service contract: What you need to know
Are you using an HVAC service contract for each job? Learn what that means and how these agreements set your HVAC business up for success.
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How to make a journal entry in QuickBooks Online: Pro tips for accurate bookkeeping
Learn how to make a journal entry in QuickBooks Online with step-by-step guidance and expert tips to enhance your bookkeeping accuracy.
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From quote to cash: How to master the Q2C process
How are you managing your sales cycle from quote to cash? Learn all about your Q2C process and get the best strategies in this blog.