3 Brand Storytelling Lessons for Every Business

Last week, we opened up the Method office for a brand storytelling workshop led by Mark Evans. The attendees came from diverse industries, but they had a shared goal: to learn how to talk about their businesses in a way that gets attention and results. As a content...

You're Invited: Brand Storytelling Workshop with Mark Evans

In today's fast-moving and competitive marketplace, standing out from the crowd is essential. You need to be able to quickly and effectively communicate who you are and what you do. But it's not just about spouting off lines from your resume. To catch consumers'...

QuickBooks Connect 2018: The Ultimate Content Guide

The QuickBooks Connect conferences are special events, bringing together accounting professionals, small business owners, and app developers from around the globe. Attendees have the opportunity to connect with each other, learn from the amazing speakers, and enjoy a...

How To Make Sales Commission Tracking Easier in QuickBooks

Originally published Apr 25, 2017; updated Jan 16, 2019. What is the best way to track sales commissions in QuickBooks? This is a challenge that many businesses face when handling payout for their sales teams. Currently, QuickBooks does not offer any complete solution...

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3 Ways to Better Manage Sales Reps in QuickBooks

You already have a killer product or service, and a business plan in place to back it up. But to really bring your vision to life, you need a team that lives and breathes your business. Those people are sales reps, and they are the heart of your business. So how can...

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How Sky Products Increased Sales Orders with Method:CRM

Overview Across 6 years, Dave Kowch has built Sky Products into one of the largest distributors of S-5!® products in Canada. As the largest S-5!® distributor in the country, roofing and building manufacturers rely on Dave’s team to properly design and engineer solar...

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Are You Losing Sales To Dirty QuickBooks Data?

For many business owners, using QuickBooks to manage accounting is a no-brainer. But when it comes time to sync QuickBooks data with their CRM, they end up with a mess of dirty data. Wondering what exactly dirty data is? Well, we’re glad you asked. Simply put, dirty...

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5 Sales CRM Facts For Every Small Business

CRM software doesn't always receive the credit it deserves. For some, it's an archaic system that's used to collect and store contact information. For others, it's an expensive, time-consuming software that's a headache for your sales reps to navigate. But with the...

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Factors to Consider When Choosing Accounting Software

Informed decisions are the best decisions. 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...

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Method’s Holiday Hours

Well, it’s that time of year again. ‘Tis the season for celebrating with family and friends, which means we have a special holiday schedule to share with you. Monday December 26th: Method:HQ will be closed.Monday January 2nd: Method:HQ will be closed. We...

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Highlights from Method Retreat 2016

Recently we were joined by Method users in our hometown of Toronto for our Annual Method Retreat. We had 2 full days of hands-on customization training, with a lot of fun sprinkled in between. It was great hosting our Customers and Partners; here are my favourite...

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QuickBooks Desktop 2017…Touchdown!

With many growing small businesses needing the more powerful features in QuickBooks Desktop Enterprise, especially for inventory management and end-to-end accounting workflows, there’s an important place in the small business ecosystem for QuickBooks Desktop.  ...

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Prepping for Method Retreat 2016

Our Method Retreat is just days away. Getting ready to attend a multi-day event can be a bit daunting, so I thought I’d help out and put together a packing list of important things to remember. Print it out and use for your Retreat Packing - and even for any other...

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Small Business Tips – Nonprofit Edition

Running a nonprofit organization takes a lot of work, and a lot of love. Since there are so many moving parts to running or starting your nonprofit, I've dedicated this edition of our Small Business Resource Roundup to helpful tips for nonprofits. Let's get started!...

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Method’s Company Culture

Company culture plays a very important role in your small business, so important that I recently posted a Resource Roundup blog dedicated to this topic. Getting your company culture to a place where your employees are excited to come to work each day, have fun with...

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Method Retreat 2016

Calling All Method Users: You're Invited to our Annual Method Retreat! Every year, we host our Method Retreat for our awesome Partner community. This year, we’ve decided to extend the invite to all Method users! The Method Retreat is your chance to improve your...

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Small Business Tips – Company Culture Edition

Hey everyone, I’m back with another Small Business Resource Roundup! Small businesses are faced with many unique challenges, one of which is creating a strong and unique company culture. As someone who has worked for a number of small businesses, I can say that...

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Small Business Tips – Sales & Marketing Edition

Hey everyone, I’m back with another Resource Roundup! For this post, I’ve focused in on Sales and Marketing tips. Sales and Marketing are essential to growing your small business, and the resources below give great tips and insight on how to optimize your efforts! One...

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4 Essential Small Business Tips

Running your small business is time consuming - to put it lightly. You wear a lot of different hats as a small business owner; accountant, marketer, sales person, and the list goes on. Sometimes, your “researcher of small business tips hat” stays on the hat rack a...

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New! Get Paid Faster with Intuit QuickBooks Payments

If you’re like most small business owners, you’re a multitasking sensation. Whether you’re a solo act or part of a small team, the need to simplify your processes and eliminate errors, while keeping business moving, is a must. So is getting paid quickly. To help you...

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7 Sessions You Can’t Miss at Scaling New Heights 2016

Next week, we’re making our way to the Bahamas for this year’s Scaling New Heights - an Intuit-centric conference aimed to empower small business advisors. This year, SNH is focused on helping small business advisors like you, build an epic practice that will help...

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Changes to Packs on January 12, 2016

At Method, we give small businesses a customized solution fit just for their work. But we understand that a ‘made-for-me’ solution goes beyond customizing your Method account. So, we have split up our core Contact Management pack into smaller, more role-relevant...

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New! Personalized Dashboards Simplify Your Work

If “getting organized” was your new year’s resolution, we’re right there with you. Keeping your business organized ensures everyone is efficient and focused on the right work. With that in mind, on January 12th we’re releasing new dashboard features to give each...

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Work Gets Easier with the New Version of Method

Helping small businesses simplify how they get their work done is what we strive for everyday here at Method. When you told us how we could make Method better, your suggestions did not fall on deaf ears. We were listening, taking a ton of notes, and working behind the...

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Top 5 Partner Retreat Highlights

Before QuickBooks Connect got underway this year, we had the pleasure of meeting up with a group of our Partners for the 2015 Method Partner Retreat. This annual two-day, jam-packed event brings Partners together from across North America to learn, connect and be the...

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Deleting customers in QuickBooks…uh oh.

QuickBooks Desktop and QuickBooks Online are among the top-rated accounting software packages in use by small businesses today, and if you’re reading this, there’s a good chance you use it too. But there’s also a good chance you’re using it not just to track your...

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Become a Method Expert at the 2015 Partner Retreat

This year’s Method Partner Retreat is taking place in San Jose, right before QuickBooks Connect. We look forward to our Partners joining us for an engaging experience with the Method team and the entire Partner community. If you're interested in joining us,...

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How to Create a Sales Receipt in QuickBooks

What is a Sales Receipt? Every business owner is aware that once a sale is successfully negotiated, payments are received and the product or service has been delivered to the customer, one final step remains. A sales receipt allows your customers to keep...

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Method is Moving to Amazon Web Services

When we speak to our customers, one of the most requested improvements to Method has been its day-to-day performance. And we understand — as a small business owner, you need fast, reliable tools to run your company. So, behind the scenes the team has been working to...

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New! Online Donations for Nonprofits Who Use QuickBooks

In June we launched Method:Donor to help nonprofits save time and keep their donor and donation data organized. Today, we’re excited to release Method:Donor’s latest feature, Donor Pages — a simple, effortless way to accept online donations. What are Donor Pages?...

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Dan Wernikoff on the Uniqueness of Small Business

We sat down to talk to Dan Wernikoff, Intuit's GM of the Small Business Group, about the changing face of the QuickBooks customer base and what that means for their technology needs. Alarmingly, 22% of the small businesses we recently surveyed have ever invested in a...

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Method receives FedDev funding

I would like to thank the Government of Ontario for their support of technology companies through the FedDev program. We are appreciative that FedDev has supported Method, and enabled us to increase our ability to serve our small business customers, and grow our user...

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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...

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What does Your Work, Your Way mean for your business?

Running a small business can be a labor of love, or just a lot of labor, depending on your choice of business software. Did you know that only 22% of the small businesses we recently surveyed have ever invested in a personalized software solution? That means four out...

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5 Scaling New Heights Sessions You Can’t Miss

Next week, we’re packing our bags and heading to New Orleans for Scaling New Heights – an Intuit-centric training conference that empowers accounting professionals to grow their practice. This year at Scaling New Heights we’re offering introductory and...

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How I Started to Learn and Love Customizing Method

If you’re like me, and new to the Method Partner Program, you may have had moments of apprehension around developing Method for your small business clients. But with some mentorship, and real client projects in the last few months, I've moved into the “Love It”...

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