Unlock the Full Potential of QuickBooks Online with Method CRM

Switching from QuickBooks Desktop to QuickBooks Online offers enhanced accessibility and streamlined processes. However, it can also come with challenges, such as losing custom functionalities like adding custom columns on invoices.

The Challenge: A recent client faced this issue when their largest client required a custom invoice column. This missing feature threatened their workflow efficiency and data management. They even considered reverting to QuickBooks Desktop.

The Discovery: At the Intuit Connect conference, I explored solutions and found Method CRM. Known for its no-code customization capabilities, Method CRM seamlessly integrates with QuickBooks Online, enabling tailored functionalities that QuickBooks alone can't support.

The Solution: By leveraging Method CRM, we reintroduced the essential custom column functionality. With an intuitive interface and bi-directional sync, the client could maintain their workflow efficiency without complex coding.

The Outcome: The client continued using QuickBooks Online without losing functionality, expressing immense satisfaction with the seamless integration.

Conclusion: Transitioning to QuickBooks Online doesn't mean sacrificing features. Method CRM can enhance your experience by adding custom functionalities tailored to your needs.

What Next? If you're facing similar challenges, consider exploring Method CRM. Reach out for a consultation and see how we can tailor it to your business needs. For more information, read our blog article on the subject!