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3 ways you win with QuickBooks mobile access

A pair of red and white boxing gloves lying on a wooden floor.

There’s no question that being able to access customer and financial data online makes it easier to run a small business.

But what if you’re one of the millions of companies using QuickBooks Desktop?

Can you get QuickBooks mobile access?!

Luckily, the answer is yes – with Method:CRM.

Whether you’re an avid QuickBooks Desktop user with remote staff across the country or a field services business with an on-site team, we have a solution that gives you QuickBooks mobile access.

If you’re already a Method:CRM customer or partner, you know about our patented QuickBooks sync.

But for those of you new to Method, this means you can create estimates, invoices, work orders and more within our CRM and have this work automatically mirrored in your QuickBooks account.  

And because Method:CRM is a cloud-based application, it gives you QuickBooks mobile access so that you can get customer data and complete tasks on the go.

Now that we’ve gone over how Method helps small businesses get QuickBooks mobile access, let’s look at how they’re using it to kick but in today’s competitive economy!

QuickBooks mobile access helps small businesses:

1) Centralize data and keep customers happy

If your team is using manual processes to:

  • Document lead info
  • Keep track of estimates
  • Record customer details

Your business could benefit from QuickBooks mobile access.

This is also true if your team uses handwritten notes, spreadsheets, or notebooks to house important customer information.

And if you were nodding your head in agreement to all of the above situations, it’s likely that your team doesn’t often enter this data into QuickBooks. If they bother at all…

So what happens when one of the customers they worked with calls in to get clarification on the estimate they just received?

Without any info shared about the estimate, the rest of your team won’t be able to answer any of this customer’s questions. And if you’ve experienced this before, you can agree that scrambling for information while on the phone with a customer is the worst!

With anywhere, anytime access to QuickBooks via Method:CRM, your team can input customer information directly from a mobile device so that your entire team can stay informed.  

2) Speed up the sales process and increase revenue

If you have an internal process for when your sales team submits an order, your business could probably benefit from speeding this workflow up.

With QuickBooks mobile access, small businesses empower their teams to enter estimates instantly through their phone and can put an end to the delay between sales, order fulfillment, and accounting.

Since the sync between Method:CRM and QuickBooks updates in real-time, other team members (whether down the street or across the state) can get going on orders as soon as the customer makes a request.

This means no more time-lag of someone getting back to the office, or their desk at home, to submit sales orders by phone or email. Instead, your team gets going immediately!

3) Connect distributed teams

Millions of companies use QuickBooks Desktop because it’s able to handle various business complexities.

Note: Intuit will stop selling all QuickBooks Desktop versions (except Enterprise) to new U.S. subscribers after July 31st, 2024.

But what they don’t realize is that the cause of this complexity often comes down to working with geographically dispersed teams.

Let’s say your head office resides in North Carolina, but you have a salesperson in Georgia, one in New York, and a third in Texas.

The challenge?

It’s not making sure salespeople keep in contact with the rest of the team, but rather it’s ensuring that they keep the rest of the team up-to-date on their sales opportunities.  

So, how do these companies stay on the same page and make sure lead and customer data is not:

  • Physically lost on paper notes and hard drives
  • Lost in translation via emails or phone calls

Well, by centralizing all sales communication and data into a single system.

With Method:CRM, sales team can log in on the device of their choice and update their sales pipeline from anywhere in the world.

And whether you’re running a two-person family business or managing a team spread out across multiple states this is essential to your success.

With QuickBooks mobile access, you can rest assured that no piece of customer information falls through the cracks and you can focus on what matters – growing your business.

Frequently asked questions (FAQs)

What is the QuickBooks Desktop stop-sell initiative?

After July 31, 2024, Intuit will no longer sell QuickBooks Desktop (except Enterprise versions) to new U.S. subscribers. This includes: 

  • QuickBooks Desktop Pro Plus. 
  • QuickBooks Desktop Premier Plus. 
  • QuickBooks Desktop Mac Plus. 
  • QuickBooks Desktop Enhanced Payroll. 

How does the stop-sell initiative affect existing QuickBooks Desktop customers?

If you’re currently using QuickBooks Desktop, the stop-sell will have no impact on your experience. You will continue to receive: 

  • Security updates.
  • Product updates.
  • Support from Intuit. 

Method’s integration with QuickBooks Desktop will also remain unaffected.

Get QuickBooks mobile access now with a free trial of Method.

Image Credit: Arisa Chattasa via Pexels

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