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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Factors to Consider When Choosing Accounting Software
Virtually all businesses need some form of accounting; if you’re not tracking money in and money out, the likelihood that your business will survive is slim. A software solution simplifies this process by tracking everything in a centralized location. While accounting software doesn’t necessarily make an accountant redundant, choosing the right accounting software helps your…
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Tips from a QuickBooks Connect Veteran. How to make the most of your time at QB Connect 2016.
QuickBooks Connect is only 2 weeks away and I’m sitting at Method:HQ in Toronto thinking about how I’ll make the most of my 3 days at the conference. I’m proud to say I’m a “QB Connect Veteran”… this will be my third time at the event. I’ve had the opportunity to see the conference from…
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QuickBooks Desktop 2017…Touchdown!
It’s amazing to see Intuit continuing to support and invest in it’s Desktop product. Here are some new features we can see for QuickBooks Desktop 2017.
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Small Business Tips – Nonprofit Edition
There are many moving parts to running or starting a nonprofit. The following resources give great tips and insight on how to optimize your efforts!
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Method’s Company Culture
No matter how small your business is, it’s important to create a positive work environment. Here are some of the best parts of Method’s company culture.
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Method Retreat 2016
Calling all Method users — you’re invited to our 2016 retreat! Join us in Toronto for customization training, one-on-one time with our employees, and more!
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How to delete a customer in QuickBooks
If you’re tracking sales leads as QuickBooks “customers”, you know how tricky it is to delete them! Here’s why a QuickBooks CRM is a much better solution.
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How to create a sales receipt in QuickBooks
Sales receipts help your customers keep track of their purchases. Here’s how to create a sales receipt in QuickBooks or in your QuickBooks CRM.
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Method receives FedDev funding
We’re grateful to have received FedDev funding from the Government of Ontario. We look forward to using these funds to better serve our customers!
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Personalized Software for Small Businesses is Within Reach
Small businesses struggle trying to fit into constraining one-size-fits-all software. Method’s personalized solution reflects each SMB’s uniqueness.
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Are You Wasting Time with One-Size-Fits-All Software?
As a small business owners, you can’t waste time on software not designed for the way you work. Learn how personalized software saves time and money.
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Moving from Scorekeeper to Coach
“Moving from scorekeeper to coach”. Damien Greathead from Receipt Bank made this statement during his General Session Q&A and I think it perfectly sums up what I experienced and heard at Scaling New Heights 2015. Accounting professionals have always played the role of trusted advisor, but this year (and this conference) felt different. There was…