One of my favorite things about working at Method:CRM is getting to know such a diverse group of small business owners and their unique products and services.  Specifically, Method gets introduced to start ups when their businesses are gaining traction and they need a way to stay organized as they grow.  This is an exciting chapter of a company’s story, and one that we’re always honored to be a part of.

While engaging with us about their need for a proper Customer Relationship Management (CRM) tool, small business owners often realize that in order to maintain momentum and continue to grow their business, their use of spreadsheets for contact management and financial management will no longer suffice.  At this stage in the conversation, we’re always happy to tell our customers about QuickBooks and why we chose this popular accounting software with which to integrate.

When I explain Method:CRM’s integration with QuickBooks I often tell people that Method to QuickBooks is peanut butter to jelly - a perfect match.

So, if you’re a Small to Medium sized Business (SMB) owner who is curious about QuickBooks, I’ll start with the basics today and will continue to answer your QuickBooks questions in this QuickBooks 101 blog series.  I hope this helps and if you have a particular question feel free to post a comment below or tweet me @MethodCRM.

What is QuickBooks?

QuickBooks is a small business accounting software that has been designed for those who are unfamiliar with accounting, as it has formulas and reports built right in.  In addition to creating invoices for your customers, you can use QuickBooks to accept payments, scan receipts, track sales and expenses, and pay your employees.

Knowing that SMBs rely heavily on QuickBooks, Method:CRM was designed to sync with QuickBooks so that businesses could manage their accounting alongside other customer information. The integration between QuickBooks and Method:CRM also means that there is no time wasted on double entry and every Method:CRM user has ALL of a customers’ information without having direct access to the company’s main accounting file.

What are the benefits of using QuickBooks?

There are several! With QuickBooks, you can:

• See your whole business on a single screen with the company SnapShot

• Create and send an estimate to a customer and then turn it into an invoice with a click of a button

• Analyze every aspect of your business with built-in reports

• Make tax time easier on yourself by tracking expenses and sales throughout the year

• Access your financials from any of your devices with QuickBooks Online 

Thanks for stopping by the Method:CRM blog!  If you haven't yet signed up with Method:CRM, we offer a free trial so that you can put our QuickBooks sync to the test.

Until next time, 

Lynda

Connect with me through your favorite social channel!