Closing Conversion Gaps:QuickBooks Desktop to Online with Method

Migrating from QuickBooks Desktop to Online can create feature gaps—but don’t worry! This webinar shows how Method bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition.

Learn More about Method:https://snip.ly/Method

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Introduction and Housekeeping
01:12 Earning Continuing Professional Education Credit
02:18 Welcome and Introductions
02:35 Today's Topic: Closing Conversion Gaps
04:11 Meet the Team
07:18 QB Power Hour Overview
08:59 Intuit News: Bill Pay Basic
14:16 Introduction to Method CRM
24:24 Feature Limitations and Customizations
29:09 Creating Dynamic Pamphlets in Method
30:22 Overcoming QuickBooks Limitations
32:06 Customizing Method for Your Business
35:26 User Permissions and Security in Method
45:18 Emailing Out of QuickBooks: Challenges and Solutions
51:19 Advanced Pricing and Custom Solutions
54:26 Partnering with Method: Benefits and Process
58:59 Conclusion and Next Steps