Podcast WSW - Advanced Pricing
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[00:00:00]
Introduction and Greetings
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Dan DeLong: welcome everybody to another workshop Wednesday, which is all casual conversations for serious workflows brought to you by school bookkeeping, where you get to learn QuickBooks the way you wanna learn QuickBooks, however you're, it's, which is your way. Hi, Rachel, how are you?
Rachel Dauchy: I'm good. How are you?
Dan DeLong: Fantastic. I do like this. [00:01:00] Different vantage point that you have with your new webcam, which is, I got a new
Rachel Dauchy: camera. I got a new camera.
Dan DeLong: Yeah. it, it looked the room looks so much bigger than, it did before.
Rachel Dauchy: Good. Because this camera isn't as good as the last one. Oh, no. How?
Dan DeLong: All right.
Introducing the Guest: f from Crafting Clouds
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Dan DeLong: And we have a new guest with us today.
We have Yousif. From Crafting Clouds to help us talk about our topic today. But Yousif, you wanna introduce yourself or for those that are new to the show?
Yousif Hakim: Yeah. First off, I just wanna say thank you, Rachel. Thank you, Dan for bringing me in. it's it's, definitely and my pleasure.
Yousif's Background and Experience with Method
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Yousif Hakim: And I'm excited for to, talk more about Method. A little background on me is I was a Method employee for about six and a half years where I became their lead solutions engineer delivering high value QuickBooks solutions using the platform Method cm. [00:02:00]
Dan DeLong: Yeah. And so. Yousif and I have this kindred spirit of be having been on both sides of a of a company's badge, like working behind the scenes as well as working outside of the walls.
So we have some interesting conversations of, that kind of perspective. But I appreciate you joining us. Here today and, reaching out earlier, early on so we could even start this conversation.
Upcoming Event: Fireside Chat with Katana
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Dan DeLong: but today we're gonna be talking about, oh I wanted to mention before we get, started, speaking of Method I'm gonna be doing a a.
A, a chat next week with our friends over at Katana. We've had them on the workshop in the past. So Method and Katana and a couple accounting pros, myself included. Will be having a [00:03:00] panel fireside chat without fire, I guess is the idea. But really talking about how businesses can respond to.
Especially those in the inventory manufacturing space to respond to these volatile changes that are going on that affect the manufacturing and inventory import distribution space. Put the link there in the comments though. So if you wanna join us next, I think it's next Thursday.
So we'll have a nice discussion about that. Next, week.
Rachel Dauchy: You.
Crafting Clouds: Services and Specialties
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Rachel Dauchy: What does you had said that you were with Method, but what does Crafting Clouds mainly tackle now?
Yousif Hakim: Yeah, Great. Yeah, I probably should have explained that a little bit better. A little bit of a history from my side was crafting clouds as a partner for Method.
So when I left I left in the middle of Covid and I wanted to give Salesforce a try. [00:04:00] I realized very quickly that Salesforce wasn't really what I was expecting and that I actually enjoyed the flexibility of Method and being able to make a bigger impact over there. We love the Method
Rachel Dauchy: guides.
They're awesome.
Yousif Hakim: Yeah.
Rachel Dauchy: And,
gals and gal, yeah.
Yousif Hakim: No they're, fantastic over there. That was the best job I ever had in my life. Fact, the company is the best, the culture there is the best. The platform is just spectacular, right? The, ability for you to do almost anything in the platform.
It really is an ERP system. It's not really just A-A-C-R-M for QuickBooks. I came back and I, realized that was truly what I loved, and that was truly where my passion lied. So I came back as a Method partner, and crafting cloud is just my company. I don't just specialize in QuickBooks Solutions, I also do other stuff as well.
But, my main specialty is [00:05:00] definitely a QuickBooks solution. Nice. Cool. Yeah,
Challenges with CRMs and Customizations
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Yousif Hakim: I
Dan DeLong: When I worked at Intuit, we went through, my tenure there, several CRMs and it, was this pendulum of okay this new one is gonna solve all of our problems. Yeah, and it and, they always positioned it as we won't need to do our customizations.
And then as years would go on, it would be like this slow march of, okay, we needed to do this because we do things a little bit differently here at Intuit. And then they would make some customizations to it and some more customizations to it, and then. It would break, and then the company would be like you've customized it so much, we really can't help you.
And then they would either try to fix what they're doing, or look for another solution, which then started the whole process again of, okay, here's [00:06:00] a new one and it's gonna solve all of our problems. And I'm like, yeah, I've heard this story before. Yeah,
Understanding Method CRM
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Rachel Dauchy: so Method it's always confused me a little bit I think, because it's called Method CRM, and I'm always expecting really that and when you log into Method, that's what but then every explanation really an expert that I've ever listened to has. Described so much more, especially with this customization with, abilities in QuickBooks Online, that it's so much more than a CRM and I'm finally now starting to come out of my confusion.
Yousif Hakim: Yeah, no, it, it takes a while and that was something that I brought up when I was working there with the marketing team.
I said we really the CRM part derails the expectations, and when you go on these calls with people who just only expect A CRM, [00:07:00] and then they understand what it can really do and where the real power of it comes from. Then they're just blown away. And then, yeah, you should
Rachel Dauchy: take that name off.
Yeah. I'm gonna put a note in a suggestion box and I'm gonna drop it in there for them.
Yousif Hakim: Yeah, it should be, Method QuickBooks, ERP, for fraction of the price.
Rachel Dauchy: Or how they, how about they just call it Method? Just Method? That's it. Just
Yousif Hakim: call it Method. Yeah. The problem, so the funny, a funny story was we would get calls routinely for people asking about a sale on a specific soap.
And we'd be like what, Oh yeah. What's going on?
Rachel Dauchy: It's that soap product. It's the soap
Yousif Hakim: product as well. So that's why we had to add the CRM, I think to the end of it.
Rachel Dauchy: Ah, yeah.
Dan DeLong: Because Method soap is certainly not. Anything dealing with your accounting,
Yousif Hakim: and I can only imagine on the other side them getting calls about oh, I need my invoice to be fixed.
What's going on? They're like, [00:08:00] what?
Dan DeLong: Yeah. Yeah. We had a recycled phone number or a new phone number that we were using at Intuit, and it was one digit off from a Canadian health. Health line where people would call in to find a doctor. So they would be calling Intuit, from Canada and be like, yeah, I need to schedule a, an exam.
I'm like yeah, the two numbers were reversed and, having to explain that to after we figured it out, what's going on? It was like, okay. You would be able to hear a little bit in the, dialect and the voice okay, here's a, here's another Canadian calling.
Yeah.
Rachel Dauchy: Those Canadians.
Dan DeLong: Yeah. They were of course very polite, about the mix up. Yeah. Yeah.
Transitioning from QuickBooks Desktop to Online
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Dan DeLong: But and this, kind of segues right that, what you guys were just talking about, this kind of segues into why we're having Yousif on this [00:09:00] workshop talking about. Advanced pricing, right? Because this is one of the things that you can overcome like a hurdle especially when you're transitioning from QuickBooks Desktop to QuickBooks online with regards to.
Price levels and price rules and advanced pricing that you might have established in inside a desktop. And then it comes over to QuickBooks online. It doesn't come over to QuickBooks online at all. And we'll unpack that. But I wanted to start off with you, Rachel. Do you have, as far as pricing and discounts, do you have those kinds of conversations or discussions with your clients?
Rachel Dauchy: Yes. About
Dan DeLong: pricing.
Rachel Dauchy: Yes, and they definitely would like something a little bit more customized than what's offered. And so I love this idea to be able to customize really anything through Method. And this [00:10:00] is why I love QuickBooks online, because even if it can't do it natively than it can be done through an app.
Specifically Method,
Dan DeLong: right? Where there's a wheel, there's a workaround. And that's where Method really comes in pretty handy with, this sort of thing. But we have a blog that I just wrote. In preparation for our workshop today, I'm gonna put our little QR code there.
So if you take out your phone, you wanna see it, and follow along, you certainly can. But I'm gonna share my screen real quickly. I wanna make sure I'm sharing the right screen. There we go. So we're just gonna unpack a little bit about. Desktop and online, just set the stage a little bit.
You can always go in here and take a peek.
Advanced Pricing in QuickBooks Desktop
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Dan DeLong: but inside of QuickBooks Desktop is this concept of price levels. And in pro and premier there is a price level list. And you can set these things up [00:11:00] on, a, level of a of a fixed percentage discount. And or. A, per item discount. So you have a little bit flexibility of about making custom pricings.
And, this comes into typically the, the, use case of all of this is that I have regular customers or retail customers, and I, might have wholesale customers, so I'll have one price for. The retail customer and it'll have a volume based pricing discount for my, wholesale customers or just customers that I want to give a discount to.
Now, one thing to point out about price levels is this changes what the sales price is. So if you wanna know that your customer or what. What [00:12:00] discount you're giving off of your MSRP price levels is not gonna do that, right? It's going to just change the price of the item itself as you sell it. So you won't know the difference between what you could have sold it to, so you won't see on your profit and loss, for example.
You won't see, the regular revenue that would've been received on the sale and the discount that you're applying to those sales. This just changes the pricing altogether, right? Your top line
Rachel Dauchy: pricing, it changes it.
Dan DeLong: Yes. Thank you for summarizing that in two words as I'm rambling on. So you have those two options. Now, premier has, this fixed or I'm sorry, the per item pricing levels so that you can add those. And then in, in QuickBooks Desktop Enterprise, you get into this concept of advanced pricing, which [00:13:00] allows you to add more conditions. To that price level, right?
And that could be a certain customer type a certain item types dates. You can get pretty. Granular in the way that you're setting up these price rules. 'cause they're not even called levels anymore. They're called rules and they're stackable. Meaning that you can have multiple rules at play and it, will, make sure that all of those qualifications of that ruling is.
Taking place before actually changing the price. And then ultimately what you do with all of this is you assign these price rules to the customer so that when you put the item on the transaction, it just automatically chooses the right price for that customer. [00:14:00] And all is good in the world, if you need to change the price, you certainly can. There'll be dropdowns of all of the levels and the rules so that you can choose the right price if it doesn't choose it automatically for you. And a lot of times that takes a lot of time to set up and establish I. And then here you come to going from desktop and decide to go into QuickBooks Online.
Limitations of QuickBooks Online Pricing
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Dan DeLong: And guess what happens, Rachel, when you do that, when you convert from QuickBooks desktop to, to online
Rachel Dauchy: doesn't come over. By the way I like the term price rules 'cause I find that. A lot of the external apps, which I'm pretty involved in, they use that terminology, price rules. So I like that It, I like that name.
It just, I feel like I understand it or I recognize it a little bit better.
Dan DeLong: Because, [00:15:00] yeah. Levels is just it seems like you need to achieve something in order to get
Rachel Dauchy: Yeah. To get a level or it also implies that you have to have many of them levels. Whereas you could just have one
Dan DeLong: right now.
This is one of those things because there's so many different levels or rules or fixed item pricing and whatnot. These, pricing. Matrixes Matrix may try. What? What is the plural?
Rachel Dauchy: I.
Dan DeLong: If anybody knows what that is, put that in there.
Rachel Dauchy: Only there is a way to find out
Dan DeLong: Yes if website. I'm gonna look it up on chat GT Now website that you go to to ask these questions. Ask Gary.
Rachel Dauchy: I'm going to right now.
Dan DeLong: All right. So all of these things just don't come over because in QuickBooks Online it has price rules.
So very similar to [00:16:00] the advanced pricing. But if you've been around QuickBooks online for any length of time, you will probably know that price rules in QuickBooks online has been labeled as a beta, for probably about. Six or seven years now.
Rachel Dauchy: I know, and that's why I, sometimes I have the conversation with folks.
I'm like it's in beta, but I like, I've noticed that it's been in beta for such a long time. By the way it ma I think they just
Dan DeLong: forgot to remove it.
Rachel Dauchy: I know. It's matri. It is matrices.
Dan DeLong: Okay.
Rachel Dauchy: Yeah.
Dan DeLong: Now we know, right? Yeah. So if nothing else, we know how to say more than one matrix. When you're transitioning from QuickBooks Desktop to QuickBooks Online now there's a discussion that either you have with your client or the client itself is having of what do we do now with regards to all of that.
And you [00:17:00] can take a look at what's in QuickBooks online as far as what is available to set up. And we had a, workshop a long time. Probably a couple months ago where Rachel and I talked about the new invoicing experience and we talked a little bit about the price rules in QuickBooks online.
And you can, do a lot of things that you can do in desktop, but this is now, okay, this is a lather, rinse, repeat process of, now I've gotta recreate all of those things and that might be. We've gotta set up all these custom rules again, and make sure that they work or behave the same way that, that we needed to before.
But one of the limitations is, unlike in QuickBooks Enterprise with advanced pricing, is this whole idea of quantity based pricing where. You see this a lot at Go Grocery stores where it's two [00:18:00] for $5 or when you reach a threshold of the quantity that you're buying then you get a discount.
Intro: Yeah.
Dan DeLong: Which is something that you can do in advanced pricing in Enterprise, but you can't do it at all inside of QuickBooks online. So if you've set your. Pricing strategies and rules inside of QuickBooks on desktop. And you now, you've gone come over to QuickBooks Online. That is not gonna be an option.
So then we get into what do we do then? And this is a great segue for,
Rachel Dauchy: I was gonna say, I think, I know, I think we have a solution,
Dan DeLong: right?
Method's Customization Capabilities
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Dan DeLong: And we were talking before with Shane over at Method on, a prior workshop where this is really where Methods sweet spot is. It, is, at least for me because I deal a lot with people who have transitioned from [00:19:00] desktop to online, and the surprising gaps between the two when it gets into the, to the minutia of I.
I was doing this in desktop, it comes over to QuickBooks online. There's not an apples to apples comparison or there's a, an apples to pair comparison. Very close. Or you have a Macintosh apple and then you have a honey crisp apple where they are apples, but they're just not the same, or I guess, yeah, I guess it'd be better grainy smith versus.
Rachel Dauchy: Really important because I have, yeah you're such an expert with conversion and usually I send mine to you. But these things are important to know because a lot of people they, have to have the conversation and even consider it.
Intro: And
Rachel Dauchy: it's if QuickBooks Online just doesn't have the ability to do something like this, which is very important by the way it could be a total [00:20:00] deal breaker.
So. I'm very curious to know how, this can work in Methods.
Dan DeLong: So we've got some some information about Method how it bridges the gap. So I wanna turn things over to, Yousif to talk a little bit about I, tasked him beforehand okay, can you do all the things that that QuickBooks online or desktop does, or the, with the advanced pricing rules, can you make that as a customization? So let's talk a little bit. Yousif about just like the framework of Method and its customization options because I think that's, where people get wrapped around the axle, not just on the CRM side of things.
Where, what's a CRM versus why and why are we talking about advanced pricing with within Method? But talk a little bit about the concept of Method and its [00:21:00] customization options.
Yousif Hakim: Yeah.
Method's Vision and Bilateral Sync
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Yousif Hakim: the CEO Paul, when he first started Method, he had a very good vision and he really steered the boat in the right direction when it came to.
Helping small to medium sized business owners that are on QuickBooks really leverage the power of QuickBooks as well as getting further insights off of their QuickBooks data by using Method. And the way he did that was is he said, first I want this to be a no code platform. And the second thing I wanted to do is I wanted to be able to extend off of.
The functionality of QuickBooks and give us the ability to also build custom apps if we wanted to, or custom functionality that QuickBooks does not offer, and be able to do it at the fraction of the price of whether, if you were to go to, let's say, Salesforce and you wanted to do similar thing at Salesforce, it would be a multiple of that, right?[00:22:00]
So Method really is is a platform that has a patented bilateral sync. And, what I mean by that is if you update in QuickBooks, you're gonna see it instantly in Method and vice versa. But then off of that, we also have specific out of the box apps that are not available in QuickBooks. The most notable one is the field Services app.
So for any field services companies, as work orders do not exist in QuickBooks.
Introduction to QuickBooks Customization
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Yousif Hakim: What Method did is they found an opportunity and they said, let's help the field service owners out there and let's give them a work orders app right out of the box that they can start using. That will generate time tracking entries that will sync to their QuickBooks, as well as generate reporting that they don't get.
Further work orders as well as create invoices off of those work orders once the job is done, right? So that's just like a simple example of, what QuickBooks can do out of the box. But the real power is being [00:23:00] able to create customization, stuff that is very specific and very unique to your business, or in this case, stuff that we lost when we go from QuickBooks Desktop to QuickBooks online.
So if you'd I can actually show you. Yep.
Advanced Pricing App Demonstration
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Yousif Hakim: an advanced pricing amount that I've built. And this ad took me around 10 hours to do. And, this is something that could basically be available to you
Intro: within
Yousif Hakim: a couple days.
Intro: So if
Yousif Hakim: you're on QuickBooks online and you really need advanced pricing and you lost that, and or you're hesitant to move towards QuickBooks online because you're gonna lose Advanced Pricing Method is here to help you.
But right here is an advanced pricing app that I created, and this advanced pricing app shows you all the price rules. That I've created. So I'm actually gonna zoom in here just a little.
Dan DeLong: Thank you.
Intro: Sorry. I could see everyone's [00:24:00] squinting
Yousif Hakim: and putting out the microscope, so I apologize for that. I have that bad habit.
Dan DeLong: Yeah. And the people listening on the podcast later will be like, what is he showing?
Yousif Hakim: Yes, exactly.
Creating and Applying Price Rules
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Yousif Hakim: so here is a list of price rules that I've created and we're gonna go through one of them, which is the May 10% discount. So this one just says, apply 10% discount on all snacks online for the month of May.
So as you can see, this is very similar to how QuickBooks Desktop does it. It asks for a name, it asks for a description and asks for the type of price rule. So you're given discount markup, fixed. Volume based pricing. Okay. And this is a QuickBooks online account that I have that's synced with QuickBooks Online, right?
All my QuickBooks Online transactions are here in this Method account. It asks for the time period that I want to have this price roll active for, right? So I have it for the month of May, and it asks for, okay, since it's a discount, is a percentage discount. Or is it [00:25:00] just a fixed dollar amount? So here's where you can set whether it's a percent or a dollar.
I've set it to a percent of 10.
Intro: And then
Yousif Hakim: here's where you can go ahead and you can define your price rules. So right here think of it as each of these records here
Intro: is just an
Yousif Hakim: additional price rule. They don't. Stack on top of each other, they act independently of one another. Now that could change.
If you say, no, I need them to stack on top of each other, then that's something that Method is flexible and can do for you. But for the sake of this video, I made it so that they're completely independent. So if we look at this one, for example, this customer Dodger, Inc. They want a 10% discount on their ice cream cone schedule right now, if I go into the estimate for this.
Intro: Alright,
Yousif Hakim: so I'm just gonna go and open up an estimate.
Intro: Alright?
Yousif Hakim: In my estimate, if [00:26:00] I, go ahead. I have Dodger Ink. It's in the month of May. So we can actually cross reference this with the price rule to make sure that we are actually going to see that price rule come in. So may 10% discount for the month of May Dodger ink, the ice cream cone is the item that we want to get a this 10% discount on.
I'm just gonna go here and I'm gonna search ice cream cone.
Intro: So
Yousif Hakim: give me my standard price, right? Which is 3 99.
Intro: Alright? But then
Yousif Hakim: if I just go to the price rule column,
Intro: so there we go. That
Yousif Hakim: may 10% discount shows up because the system knows, oh, there's a price rule for this. Let me go ahead and give you the option.
Now, there could be multiple price rules here that you can choose from. Just to keep this video as straightforward and as simple as possible. I'm just gonna show this one, but we do a May 10%, and as you can see, it did 10% off of that 3 99, which is 3 59, so it automatically updated that rate. Research tower is the only one [00:27:00] on it.
Now, the great thing is you don't lose that foresight. On the price rule, you're not, if you say, Hey, I want to know what estimates had price rules on them, price rule sets on the estimate line. So now you can run reports to see which one of your estimates had price rules applied to them. So that's just a straightforward example of how you can bridge the gap when it comes to,
Customization Flexibility and Examples
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Dan DeLong: and one of the things that, that occurred to me while you were going through.
This this customization that, that you had created is that, one thing about, QuickBooks, whether it be desktop or online, is. You have what you have and whether you use it or not, you have it, right? If you purchase QuickBooks Enterprise Platinum Edition, you have advanced these advanced pricing rules and that core [00:28:00] functionality that you have with it, with the rules is there whether you want it or not.
Yeah. So one of the things that. I didn't see is the ability to round your pricing, right? So if you do a flat percentage and it doesn't give you the ability to or if it, gives you a price. That is a weird sense, right? And you a Walmart of the world where everything has to end in.
90, 97 cents instead of, has to end on the sevens instead of the nines or vice vice versa. You have those features or functionality, but if you're never using it, what's the value of something that you're never gonna use? So when you come to somebody like Yousif and say, Hey, these are the functions that I need to use, like in your scope of this is [00:29:00] what I want my pricing module to do.
You can build it that way or not, and that way you're getting what you pay for. And if you are able to express what you, what it is that you need, then you know, you, you then become the Method whisperer in that case. I'm gonna be able to talk to Method in such a way to make this a reality.
Yousif Hakim: Yeah, exactly. Exactly. So the sky's the limit when it comes to to Method. It is extremely flexible. A colleague of mine that used to work with me I'm thinking back at this moment, we used to and they still do this now, if you sign up to Method, they give you a free hour of customization.
So on that free hour of customization, he would always start the call by saying. If you want pictures of cats all over Method, we can put pictures of cats all over Method. It's entirely what whatever, you wanna have happen. And they usually crack up. But it's [00:30:00] funny because that's true. If you really wanted a picture of a cat in the middle of your invoice, you could do that,
Dan DeLong: yeah. And this also leads into other things about the, differences between these two platforms of desktop versus online is that. If you want the, your things and that the, when we talked about the, new invoicing experience inside of QuickBooks online, you have one choice right now to choose from as far as what you want your invoices and estimates to look like.
And you have the, you have some customization that you can do in there, but if it's outside of the scope of that you're pretty much. SOL, right? Yeah. It's you're out of luck. So if you want to do more and have a cat in the middle of your invoices or your estimates, this is where Method can also come save the day, right?
Yousif Hakim: Yeah. Yeah. No [00:31:00] Method. When it comes to print templates and stuff like that, I usually just say, Hey, just send me exactly what you want on A PDF if you're using it. If you have an old PDF that you used to use and you can't use it no longer, give it to me and I can make it one-to-one identical. The, PDF generator outta here is extremely robust and it could, it can literally take something that you have and make it one for one.
You don't have to deal with those. Out of the box QuickBooks templates. If you can, I just
Rachel Dauchy: tell you also, I don't necessarily have a problem with the QuickBooks invoices, but I hate the sales receipts and I am going to create a custom sales receipt, and I am gonna do that from now on because I I, have just been putting it off for too long.
I'm, gonna do it today.
Yousif Hakim: Yeah, do it. Do it for sure.
Dan DeLong: So Rachel what do you think about this type of [00:32:00] customization or with regards to the pricing rules?
Rachel Dauchy: Oh, I love it because I love price rules, first of all, and I love customization. I don't like anything standard. Not on my cars, not on my invoices.
No, I think it's awesome. I, hope to do some more
Getting Started with Method
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Rachel Dauchy: myself
Dan DeLong: now. Yousif you, mentioned this as you were talking, but when you sign up or when Method's really great to get started, right? Yeah. Because it, it, comes with a 14 day trial. So you immediately, and the first thing that you do, especially in the, in QuickBooks online when you start the trial, is connect.
To, to your QuickBooks. So now you can see instantaneously. Inside a Method. You don't have to import your data or anything like that. It does that in the, [00:33:00] background. So you can see, oh wow, this is exactly the way I have things set up inside of my QuickBooks. And you can start to play around to the different.
Platforms and see how they're connected between the two. But then the first thing that it that you do once you've done that, is schedule time with, an with an account executive so that they can get an understanding of what it is that you want to use Method for.
And then immediately after that is a free one hour session for customization. So they get your wishlist of what do you want Method to actually solve for you. And then they start you down the route. Down the path of here. Talk to one of our customization internally teams now, you are external but you do the same [00:34:00] things and you did do the, those similar things, internal stuff.
Yousif Hakim: Yeah, I was on the, I was, I'm on both, I was on both sides of the fence. I always started off internal and they trained me very well. The leadership there is fantastic. The people that I worked with there were all brilliant and I was really passionate.
And, I get to, I get, I got to see firsthand how the process was in-house and it works. And I decided I want to come back as a partner and, from the other side of the fence, now I could do even more. Given my experience. So it's, yeah, no, it there free hour of customization.
That whole thing is the it real, that's the real power of Method right there. When you experience that free hour of customization, it's incredible how many times I would just show them something very simple that I can customize for them in that one hour. And they would be blown [00:35:00] away. They'd be like,
Dan DeLong: yeah,
Yousif Hakim: I, have so many other things I want to do now.
I can't believe that this can, this works. And, they wanna schedule a call the next day, right? So definitely use that free hour of customization and if you want to talk to me, I'm more than happy to do also a free hour with you as well. Yeah. If you.
Dan DeLong: If you could put your your contact information in the chat there in case for sure people watching this later.
They want to be able to reach out to you, or they're already started with Method and, not quite sure what, to make of it. That customization session I think is, it is fantastic and I myself was blown away when I sat in with a client. Just how thorough they, the customization team actually was because there were things that they think of that, I wouldn't.
And more importantly, the customer wouldn't, to [00:36:00] know that this is this end-to-end process of this customization that they were working on is gonna affect this and that and the other things. So that is the, the good way to to. I'm gonna put it actually you put it in the private chat, so I Yeah,
Yousif Hakim: I was, I didn't wanna interrupt you because I was I didn't know where to enter it from, where, I'm sorry I'm new to this, so
Dan DeLong: That's alright.
But the, but they think of things holistically, and very thorough as far as that customization that you're, that suggestion that you're making or that change that you're wanting to make and what it's going to impact across the board.
Rachel Dauchy: Can I just tell you, I also am now trying to customize and it's really, it's, I'm not gonna say it's easy.
There's a lot of different things, but if I'm the kind of person that just wanted to like, teach myself how to do something, which I am that kind of person, I. I am [00:37:00] always teaching myself how to do something. I could definitely figure it out. And the coolest thing that this has is it has a, preview thing at the top that I can constantly like, okay, change that preview.
Go back and forth back, and always look at what it's gonna look like.
Intro: Yeah.
Rachel Dauchy: Instantly. Yeah. So I can see. And instead of having to wait until the whole thing is done and then look at it, it's really neat. I'm telling you I cannot code. I cannot design, I can't do any of that. I'm an accountant.
But the fact that, and I know this is something that is really important, a Method, is that folks like me that I don't have any training or education in the, in any kind of. Web applications, but yet I can learn how to do this. It's, yeah I, know that's really big with them and I appreciate that.
Yousif Hakim: Yeah. No, and Method. That was, like I said, from the very beginning, that was their main goal is to just try to [00:38:00] empower small to medium sized business owners as well as accountants that use QuickBooks every single day. Yeah. To just be able to leverage Method to extend the beyond the bound, the boundaries of QuickBooks.
It, is a no-code platform and they are trying to make it better each and every year.
Rachel Dauchy: It's taken me a long time. That's also because I haven't, devoted a lot of time to it. You're busy,
Yousif Hakim: right? You're busy. There's only so many hours in the day. But if you, if I did wanna
Rachel Dauchy: sit down and plug away at it, I, now I'm seeing like, okay.
Yeah, there's a lot of different places to customize and. And it, it looks a lot cooler than it does right. On QuickBooks. Yeah.
Dan DeLong: If you imagine if the, if we weren't talking about Method, if you could do all this stuff inside of QuickBooks directly and the way that Method goes around doing that, that would be almost a nightmare, I think, for the folks at Intuit to.
Oh my God, what did you do? Yeah. QuickBooks. Yeah. [00:39:00] Where this kind of give, this kind of takes that out of the equation. Yeah, it's almost QuickBooks enhancement.
Rachel Dauchy: Yeah, it is. And every once in a while I'll get a potential customer that's I really want it to look like this, and that.
And in my mind I'm like, what does it matter what it looks like? But. But now I can say, okay, yeah, you want it to look like this or that. Sure. I now there's a way to do it and so I, I just think that's really neat. 'cause for people like me, it just ex expands my offerings.
Yousif Hakim: Yeah.
Customization Support and Resources
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Yousif Hakim: And, Method has a plethora of like support when it comes to just self-learning.
They have a YouTube channel, they have their knowledge center. I also have a YouTube channel where I go into common. Pain points that I like to solve for customizers as well, and just for them to understand and [00:40:00] overcome customization concepts. So there's a lot of information out there.
If you have the time, you can definitely learn it.
Intro: Yeah.
Dan DeLong: Yeah. And they even do Method also makes like a customization course for those that want to get into the, dip their toes into the, customization options that you, have. So it's not just oh, what's this customization button do?
Rachel Dauchy: Oh, where's that course? Where do I find it?
Dan DeLong: I'll share it with you. I don't have it handy.
Rachel Dauchy: Okay.
Dan DeLong: But I'll, put that in the comments as well. Once I once I figure out where it is.
Rachel Dauchy: Yeah, because that's really helpful. Sometimes I can just take like a, an entry level course and then it sets me like I get the foundation and then I can figure it out from there.
Dan DeLong: Yeah. You need the tip of the iceberg before you realize Yeah. Just how cold the water is. Yes. Yes.
Yousif Hakim: Yeah. It's not a far stretch For for they really try to make sure that [00:41:00] you're not overwhelmed with, the platform.
Dan DeLong: Exactly. And I love their certification course.
And the za and the snarkiness that Yeah. That they have's
Yousif Hakim: the best. He has, his own style and he adds his own trademark to it. And it's, amazing. You can. You can hear that Hiza from a mile away and you're watching a Method video,
Dan DeLong: exactly.
Conclusion and Final Thoughts
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Dan DeLong: Yousifsef, I really appreciate you joining us here today and I'm sure we'll have you back on as we talk about some misses on the conversion process from desktop to online and how, Method can help out, like the layout designer or.
Customizing your invoices or some of the other features that that we're gotta have in, in or key key workflows inside of desktop that just either are homogenized in QuickBooks online or just [00:42:00] non-existent. Yeah. And how Method can solve that for them. So we really appreciate you joining us today.
It was
Yousif Hakim: my pleasure. Thank you, Dan. Thank you, Rachel. It was, great. And I really enjoyed this call.
Dan DeLong: All right, and we will see you next time on the Workshop Wednesday, and everybody has a hope. Hope everybody has a great week. Bye everyone. [00:43:00]
