As much as I like QuickBooks as a software, in my line of work as Intuit Solution Provider, I frequently see limitations in QuickBooks. So I keep my eyes open for products that I think would be beneficial for some of my clients. When I’m looking for a solution, I want good integration with QuickBooks, preferably easy to setup and use, and reasonably priced. That narrows the field! I also limit my list to just a few programs so that I can be more familiar with them and more helpful to my clients.
When I first heard about Method Integration, I said – I don’t get it. What’s a portal? A few months later I attended another webinar about the product with some very concrete QuickBooks examples. This time, I saw the light and came away very excited about how it could expand QuickBooks’ capability, how easily, and how reasonably. So, I spent time to learn program in more depth and certified.
Here are just a few ways Method can work with QuickBooks:
- You can have real-time sync – without having to manually click on sync, or File, Import, or anything other than save the entry.
- You can access your QuickBooks remotely – and your QuickBooks data file doesn’t have to be open.
- You can have multiple users in QuickBooks but you don’t need a QuickBooks license for each user; in fact you can have more than five users in QuickBooks Pro with Method.
- You can have more Custom Fields using Method then you can in QuickBooks. And, you can use Custom Fields in Method where QuickBooks doesn’t have any. An example is custom fields for Bills from Vendors.
- You can rename fields. For instance, you can call Customers “Clients” or rename Classes to Departments.
- You can customize data entry screens in ways you can’t in QuickBooks.
- You can control access so much better. In fact, you can even restrict their access to just a few specific transactions. And, this keeps users out of your actual QuickBooks data file
- If you have a Mac user and a PC user, both access the same data file.
- Method has a better audit trail; you can track who made changes to lists, such as Customers, Vendors, Items.
- You can create drop-down lists, to either make data entry easier or to keep users out of other areas. E.g. you can provide a drop down list for a sales rep of only their customers instead of having access to the entire list.
There are different levels of Method, but that’s a topic for another day.
Now, in some of the message boards I read, when someone asks, what program would you recommend that can…. the answer is often, Method!