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Method - Quickbooks Membership workflow

Last post 01-16-2014 3:17 PM by Method_Greg. 2 replies.
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  • 01-15-2014 3:13 PM

    Method - Quickbooks Membership workflow

    Reply Contact

    I am looking for someone who has implemented Method CRM to track memberships and / or donations in Method & in Quickbooks.  I would like to review the workflow that is used between the two applications.

  • 01-16-2014 4:55 AM In reply to

    • fran
    • Top 25 Contributor
    • Joined on 02-07-2009
    • Mountain View
    • Posts 453

    Re: Method - Quickbooks Membership workflow

    Reply Contact

    Hi Kwbgs,

    Most of the Solution Providers listed on the website can help.. but Mary Longacre comes to mind as I recall her dealing specifically with membership app.  I am sure she would be willing to help to talk with you.  Cookies, Candy, flowers, money are always helpful bribes! Gift.  Good luck.

    Fran Reed
    FreedUp Solutions
    Intuit Solution Provider
    Advanced Certified Quickbooks ProAdvisor
    Advanced Method Solution Provider

  • 01-16-2014 3:17 PM In reply to

    Re: Method - Quickbooks Membership workflow

    Reply Contact

    Hello kwbgs,

         We do have users that use Method to track memberships and donations.  I don't have any specific examples with me or in the Help Center.  You can talk to an Method Solution Provider about workflow as Fran has eluted to. (thanks for responding Fran!) 

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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