09.02.25 When Conversions Attack!! Bridging Desktop Conversion feature Gaps with Method

Michelle Long • August 23, 2025

09.02.25 When Conversions Attack!! Bridging Desktop Conversion feature Gaps with Method

Migrating from QuickBooks Desktop to Online can create feature gaps—but don’t worry! This webinar shows how Method CRM bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition.Filling in for Matthew while he is away is the always entertaining Sharrin Fuller! We will also have a group of panelists, including customization experts to help illustrate how Method can augment the QuickBooks limitations

Handouts Method Blog on S of B QB Conversion Resources on S of B Conversion Comparison Spreadsheet

Workshops with Method

Advanced Pricing in QuickBooks and Method

Customizing Form Templates

Emailing Limitations and Options in Desktop


Prior QB Power Hour on Migration

QuickAnswers on schoolofbookkeeping,com QB Power Users FB Group

Categories


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