{"id":349,"date":"2014-10-08T14:31:45","date_gmt":"2014-10-08T18:31:45","guid":{"rendered":"https:\/\/www.scanadoc.com\/?p=349"},"modified":"2025-12-06T04:38:14","modified_gmt":"2025-12-06T09:38:14","slug":"create-workplace-harmony-with-quickbooks-integrated-workflows","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/create-workplace-harmony-with-quickbooks-integrated-workflows\/","title":{"rendered":"Create Workplace Harmony with QuickBooks-Integrated Workflows"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><em>This is a guest blog by&nbsp;QuickBooks Advanced ProAdvisor and Method:Partner, Fran Reed.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The lifeblood of any company is Sales, Order Fulfillment, and Accounting.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales gets a lead and spends time nurturing that contact into a customer. Order Fulfillment receives the sale, processes and ships the order to the customer. Last, Accounting receives the information on the sale, invoices the client, and eventually collects payment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sounds pretty simple. Right?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Well, often it isn\u2019t. Each of these roles <g class=\"gr_ gr_4 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace\" id=\"4\" data-gr-id=\"4\">juggle<\/g> multiple leads, orders, and accounting tasks each day &#8211; and complexities and complications on sales orders inevitably arise.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In large businesses these functions tend to be handled by distinct departments that operate within robust programs that integrate Sales, Order Fulfillment, and Accounting. On the flip side, smaller businesses have smaller teams and operate without the same luxuries as the big guys.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"1000\" height=\"571\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/Harmony01.jpg\" alt=\"\" class=\"wp-image-5494 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/Harmony01.jpg 1000w, https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/Harmony01-300x171.jpg 300w, https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/Harmony01-768x439.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/571;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-hacked-together-system\">A hacked together system<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In small businesses, it\u2019s common for these tasks to become disjointed, costing companies time and money. &nbsp;The l<strong>ack of &nbsp;internal \u201cflow\u201d also creates disharmony<\/strong> amongst team members with everyone getting in the way of the other.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As a result, a small business \u201csystem\u201d that passes around crucial sales data tends to be made up of Excel spreadsheets, scraps of paper, and archived emails. Or, worse yet, they attempt to invent ways to use <a href=\"https:\/\/quickbooks.intuit.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks<\/a>, their accounting software, to fulfill these processes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But who could blame them? Up until recently, the efficiencies achieved by strong, integrated tools and automated workflows were not in the grasp of small business owners.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Without integration or automated workflows, data is re-entered, printed, or passed around for approval between each area. &nbsp;These <strong>manual processes are a huge hidden corporate cost<\/strong> and leave data open to human error.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The ability to electronically pass data between co-workers, to automate routine tasks, and to set up forms and screens that reflect company policy not only saves a company time, it allows a team to work together more harmoniously.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">More and more, automated workflows between small business departments are no longer just nice to have &#8211; they\u2019re vital!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-enter-the-customizable-small-business-crm\"><strong>Enter the customizable small business CRM<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A Customer Relationship Management system (CRM) creates a central system for a Sales team to manage business opportunities and customer relationships, while integrating with Order Fulfilment and Accounting systems. The three business functions operate within an automated workflow, <strong>keeping everyone on the same page, reducing time spent on each sale, and eliminating double data entry<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But, the real magic comes in when the CRM can be customized. &nbsp;Even <strong>small tweaks within a CRM can make a huge difference for the day-to-day operation<\/strong> of a small business. &nbsp;Deep customization has been out of the reach for most QuickBooks-centric business, until now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Imagine\u2026Sales has a robust CRM to track leads and opportunities and generate orders, which automatically get sent to Accounting and Order fulfillment electronically. &nbsp;The status of the order is monitored and all parties can check on its status at any time, from anywhere. &nbsp;Rules required by one arm of the system can even be electronically checked and appropriate actions taken.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>No double or triple data entry or order confusion. &nbsp;No pieces of paper<\/strong>. &nbsp;Electronic forms are available as the departments want to see them. &nbsp;Sales documents go to Accounting filled out correctly, and also integrate with QuickBooks in real time!<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"1000\" height=\"600\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/Harmony02.jpg\" alt=\"\" class=\"wp-image-5496 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/Harmony02.jpg 1000w, https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/Harmony02-300x180.jpg 300w, https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/Harmony02-768x461.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/600;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-getting-back-to-workplace-harmony\"><strong>Getting back to workplace harmony<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Because of my years of business and QuickBooks experience, I am equipped to recommend process improvements for my clients and I often demonstrate the <strong>positive impact automated workflows have on their bottom line<\/strong>. This is when I turn to Method CRM. \u00a0I rely on <a href=\"https:\/\/www.method.me\/\">Method<\/a> for a completely customized solution for my clients to get them back to workflow harmony.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For thousands of small businesses, Method is a unique, cloud-based CRM with an industry-renowned QuickBooks sync engine. By adopting Method, you can reap the benefits of integrated systems, typically available only to large companies, for a fraction of the cost.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And&nbsp;<strong><a href=\"http:\/\/method.me\/\">Method\u2019s<\/a> industry recognized QuickBooks sync engine is like no other<\/strong>. &nbsp;With it\u2019s two-way sync, the information required by QuickBooks gets mirrored in your QuickBooks file, while other data important to Sales and Order Fulfillment remain only in Method. Isn\u2019t that sweet?!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Method out of the box is ready to do work &#8211; it\u2019s a fully functioning CRM. But, <strong>the real value of Method is in customizing the screens and workflows<\/strong> to mimic the language, processes, and uniqueness of their business.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-can-some-of-these-changes-help-your-business\"><strong>How can some of these changes help your business?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>In General:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\"><br>Develop workflows\/approvals as data flows from one area to the next<br><\/li>\n\n\n\n<li class=\"\"><br>Use your own language (i.e, Donor instead of Customer)<br><\/li>\n\n\n\n<li class=\"\">Set up alerts when there is action to be taken by another group <\/li>\n\n\n\n<li class=\"\">Enter in new leads or customer communications right from Gmail or Outlook<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>For Sales:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\"><br>Put information that is important to Sales upfront and clearly visible<br><\/li>\n\n\n\n<li class=\"\"><br>Develop \u201cOrder Pads\u201d\u2019 which make it fast and easy to set up quotes and orders for clients<br><\/li>\n\n\n\n<li class=\"\">Show sales reps what\u2019s on hand and available to be sold <\/li>\n\n\n\n<li class=\"\">Add custom notes to Estimates, Sales Orders and Work Orders <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>For Order Fulfillment<\/strong>:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\"> Tag sales with Order Status so it&#8217;s clear what the next action is <\/li>\n\n\n\n<li class=\"\">Set up <a href=\"https:\/\/www.method.me\/features\/portals\/\">portals<\/a> so customers can check on their orders <\/li>\n\n\n\n<li class=\"\">Set up ability to process several orders at once <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>For Accounting<\/strong>:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\"><br>Automate workflow approvals<br><\/li>\n\n\n\n<li class=\"\">Email documents to customers <\/li>\n\n\n\n<li class=\"\">Customize sales orders and invoices based on company specs <\/li>\n\n\n\n<li class=\"\">Develop special pricing and costing <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">To see how Method CRM can create harmony for your organization, <a href=\"https:\/\/www.method.me\/crm-quickbooks\/free-trial\/\" target=\"_blank\" rel=\"noreferrer noopener\">click here.<\/a>\n\nUntil next time,\n&nbsp;\nFran\n&nbsp;\n&nbsp;\n<\/p>\n\n\n\n<figure class=\"wp-block-image alignleft\"><img decoding=\"async\" width=\"300\" height=\"383\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/FranReed.jpg\" alt=\"\" class=\"wp-image-5498 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/FranReed.jpg 300w, https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/FranReed-235x300.jpg 235w\" data-sizes=\"(max-width: 300px) 100vw, 300px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 300px; --smush-placeholder-aspect-ratio: 300\/383;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Fran has over 35 years of professional experience in accounting, financial analysis and reporting. Owner of Freedup Data Optics, Fran has a passion for helping companies move forward to excellence by removing inefficient practices. Fran has an MBA from Pepperdine University, a BS in Accounting and she is a custom report designer and expert in Microsoft Excel. As a QuickBooks Advanced ProAdvisor, Fran has been working with the Method team since 2009. She has even organized a Method:Partner group where Method:Partners meet and share tips and tricks and assist each other troubleshoot technical issues.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this guest post, Method partner Fran Reed explains how a customizable small business CRM helps teams work more efficiently.<\/p>\n","protected":false},"author":24,"featured_media":5494,"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":[39],"tags":[50],"class_list":["post-349","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-quickbooks-accounting","tag-workflows"],"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>Create Workplace Harmony with Integrated Workflows &#8212; Method<\/title>\n<meta name=\"description\" content=\"In this guest post, Method partner Fran Reed explains how a customizable small business CRM helps teams work more efficiently.\" \/>\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\/create-workplace-harmony-with-quickbooks-integrated-workflows\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Workplace Harmony with QuickBooks-Integrated Workflows &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"In this guest post, Method partner Fran Reed explains how a customizable small business CRM helps teams work more efficiently.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.method.me\/blog\/create-workplace-harmony-with-quickbooks-integrated-workflows\/\" \/>\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=\"2014-10-08T18:31:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-06T09:38:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.method.me\/wp-content\/uploads\/2014\/10\/Harmony01.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"571\" \/>\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=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/create-workplace-harmony-with-quickbooks-integrated-workflows\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/create-workplace-harmony-with-quickbooks-integrated-workflows\\\/\"},\"author\":{\"name\":\"Eilis McCann\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/person\\\/ddb2ec8647c70afff86dd731b806e33f\"},\"headline\":\"Create Workplace Harmony with QuickBooks-Integrated Workflows\",\"datePublished\":\"2014-10-08T18:31:45+00:00\",\"dateModified\":\"2025-12-06T09:38:14+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/create-workplace-harmony-with-quickbooks-integrated-workflows\\\/\"},\"wordCount\":1044,\"publisher\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/create-workplace-harmony-with-quickbooks-integrated-workflows\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2014\\\/10\\\/Harmony01.jpg\",\"keywords\":[\"workflows\"],\"articleSection\":[\"QuickBooks\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/create-workplace-harmony-with-quickbooks-integrated-workflows\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/blog\\\/create-workplace-harmony-with-quickbooks-integrated-workflows\\\/\",\"name\":\"Create Workplace Harmony with Integrated Workflows &#8212; 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