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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Housekeeping01:12 Earning Continuing Professional Education Credit02:18 Welcome and Introductions02:35 Today's Topic: Closing Conversion Gaps04:11 Meet the Team07:18 QB Power Hour Overview08:59 Intuit News: Bill Pay Basic14:16 Introduction to Method CRM24:24 Feature Limitations and Customizations29:09 Creating Dynamic Pamphlets in Method30:22 Overcoming QuickBooks Limitations32:06 Customizing Method for Your Business35:26 User Permissions and Security in Method45:18 Emailing Out of QuickBooks: Challenges and Solutions51:19 Advanced Pricing and Custom Solutions54:26 Partnering with Method: Benefits and Process58:59 Conclusion and Next Steps