{"id":12714,"date":"2020-03-13T17:00:53","date_gmt":"2020-03-13T21:00:53","guid":{"rendered":"https:\/\/www.method.me\/?p=12714"},"modified":"2025-12-06T15:38:44","modified_gmt":"2025-12-06T20:38:44","slug":"accounting-data","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/accounting-data\/","title":{"rendered":"The Value of Shared Accounting Data"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Accounting data is often kept under lock and key.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And rightfully so, as it contains sensitive information like your customers\u2019 financial data and your staff\u2019s salaries.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Full of information you need to keep private and safe, accounting data isn\u2019t something you want everyone at your company to have access to.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With that being said there is, however, value in sharing certain accounting information with your team.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The key here is to make sure you have complete control over the accounting information they can access. That way, you can tailor the financial data you share for the exact team member and business process it\u2019s for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is where Method CRM\u2019s <a href=\"https:\/\/www.method.me\/crm-quickbooks\/custom-crm-software\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">fully customizable<\/a> user permissions are helpful, as they allow you to give your teams access to<strong> only<\/strong> the accounting data they need to drive better business outcomes.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how they work.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-safely-share-your-accounting-data-with-method-crm\">Safely Share Your Accounting Data with Method CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">With Method CRM you <a href=\"https:\/\/help.method.me\/en\/articles\/1480344-managing-user-app-permissions\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">can control <\/a>exactly who can view, edit, add, delete, approve, and manage specific aspects of your accounting data &#8211; outside of your actual accounting platform itself.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Method\u2019s flexible permissions allow you to customize user access to match the unique needs of your employees and business processes.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With <a href=\"https:\/\/www.method.me\/\">Method <\/a>CRM, you can adjust the permissions of each user so that they only have access to the information they need and nothing else.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For, let\u2019s say, warehouse workers, this could mean only being able to see the:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Orders they need to assemble<\/li>\n\n\n\n<li class=\"\">Contact details of the person picking up the order<\/li>\n\n\n\n<li class=\"\">Payment status of the order<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Your Management team, on the other hand, may need access to financial reports and accounting data to properly forecast things like revenue and team performance. They may need to see and edit the permissions of other users so they can effectively delegate tasks and manage their team.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whatever your employee\u2019s needs, Method CRM makes it easy for them to access the information they need and to complete transactions relevant to their role.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your sales reps, for example, are empowered with Method CRM to create and update customer sales transactions such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Invoices<\/li>\n\n\n\n<li class=\"\">Payments<\/li>\n\n\n\n<li class=\"\">Sales orders<\/li>\n\n\n\n<li class=\"\">Sales receipts<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">With Method\u2019s automatic <a href=\"https:\/\/www.method.me\/crm-quickbooks\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">QuickBooks sync<\/a>, these transactions are then reflected in your QuickBooks account right away. This saves your team from having to complete any double data entry and ensures you have an up-to-date record of every sales transaction.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-for-money-going-out\">For Money Going Out<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/\">Method <\/a>also helps simplify the expense process by allowing teams without QuickBooks access to add vendors and upload bills in Method CRM.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The benefit of this is that once an expense is added, it will automatically show up in your QuickBooks as an outstanding expense that needs to be paid. With Method CRM, you can be sure that you\u2019ll stay on your supplier\u2019s good side, as nothing gets dropped from the time your team places an order to when the vendor gets paid.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To ensure no faulty expenses are logged in your QuickBooks, you can customize Method to require approval before it syncs expenses to your QuickBooks. This way your accounting data is always accurate and you stay in the know about outgoing expenses.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-wrap-up\">Wrap Up<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Accounting data is most valuable when it\u2019s safely shared with the right people and when it\u2019s used to enable collaboration across teams and business units.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And this is where Method CRM comes in. By providing team members with custom access to your accounting data, you can rest easy knowing that this information remains confidential, but at the same time, doesn\u2019t impede the productivity of your team.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"font-size:18px\"><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/methodcrm.youcanbook.me\/\" target=\"_blank\"><em>See how<\/em><\/a><em> Method CRM makes the most of your accounting data.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Image Credit: <a href=\"https:\/\/unsplash.com\/photos\/TBHOuN6URGU\"> Fauxels<\/a> via Pexels<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Accounting data is most valuable when it\u2019s safely shared with the right people and when it\u2019s used to enable collaboration across teams and business units. <\/p>\n","protected":false},"author":24,"featured_media":18036,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[150,39],"tags":[],"class_list":["post-12714","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounting","category-quickbooks-accounting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The Value of Shared Accounting Data &#8212; Method<\/title>\n<meta name=\"description\" content=\"Accounting data is most valuable when it\u2019s safely shared with the right people and when it\u2019s used to enable collaboration across teams and business units.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/blog\/accounting-data\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Value of Shared Accounting Data &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Accounting data is most valuable when it\u2019s safely shared with the right people and when it\u2019s used to enable collaboration across teams and business units.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.method.me\/blog\/accounting-data\/\" \/>\n<meta property=\"og:site_name\" content=\"Method\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/MethodHQ\" \/>\n<meta property=\"article:published_time\" content=\"2020-03-13T21:00:53+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-06T20:38:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/11\/people-near-table-looking-at-analytics.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Eilis McCann\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:site\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Eilis McCann\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/accounting-data\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/accounting-data\\\/\"},\"author\":{\"name\":\"Eilis McCann\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/person\\\/ddb2ec8647c70afff86dd731b806e33f\"},\"headline\":\"The Value of Shared Accounting Data\",\"datePublished\":\"2020-03-13T21:00:53+00:00\",\"dateModified\":\"2025-12-06T20:38:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/accounting-data\\\/\"},\"wordCount\":636,\"publisher\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/accounting-data\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2022\\\/11\\\/people-near-table-looking-at-analytics.jpg\",\"articleSection\":[\"Accounting\",\"QuickBooks\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/accounting-data\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/blog\\\/accounting-data\\\/\",\"name\":\"The Value of Shared Accounting Data &#8212; 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