{"id":4503,"date":"2017-07-19T10:52:35","date_gmt":"2017-07-19T14:52:35","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=2347"},"modified":"2026-01-05T08:06:10","modified_gmt":"2026-01-05T13:06:10","slug":"replace-quickbooks-customer-manager","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/replace-quickbooks-customer-manager\/","title":{"rendered":"5 Signs You’ve Outgrown QuickBooks Customer Manager"},"content":{"rendered":"\n

Last updated Jan 3, 2026.<\/em><\/p>\n\n\n\n

In business and in life, it\u2019s hard to walk away from what we already know. It\u2019s easy to stay on the same path. It\u2019s comfortable and familiar. But is it the best way to go?<\/p>\n\n\n\n

When it comes to new customer management software<\/a>, it can be especially difficult to cut ties with software that no longer serves your needs. If you\u2019re currently using QuickBooks<\/a> Customer Manager, you know what we mean. It was a great platform when it first launched and it allowed you to integrate your QuickBooks Desktop customer data so you\u2019d never miss a sales opportunity.<\/p>\n\n\n\n

\n

Tired of entering data manually into QuickBooks Desktop?<\/h3>\n\n\n\n
\n
Let Method automate it<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n

But while QuickBooks Customer Manager still has a loyal user base, it hasn\u2019t been updated in years, and Intuit has discontinued support for the platform. So even though it\u2019s familiar and comfortable, it may not be helping your business grow. <\/p>\n\n\n\n

Here are 5 signs that it may be time to move on.<\/p>\n\n\n\n

1. You need an easier way to manage your contacts<\/strong><\/h2>\n\n\n\n

Let\u2019s just get this one out of the way: QuickBooks Customer Manager is a pain in the neck. A good CRM should make it easier to manage information on customers and sales, but Customer Manager requires a lot of manual work to keep customer data clean. Even a function as simple as updating a company address requires you to update the individual contacts for each person at that company. Like we said, it\u2019s a pain the neck.<\/p>\n\n\n\n

Your CRM should make life easier<\/a>. If you\u2019re spending hours cleaning up and updating information, it\u2019s time to move on.<\/p>\n\n\n\n

2. Your team needs access to customers on-the-go and on mobile<\/strong><\/h2>\n\n\n\n

Modern technology is constantly evolving, at a rapid pace. And since Customer Manager is no longer being updated, it\u2019s stuck in time as desktop-only software. That would be great if you only ever needed customer info while sitting at your desk, but this is 2019. Mobile and cloud-based programs<\/a> are now integral to a business\u2019 success.<\/p>\n\n\n\n

Your clients rely on you to be flexible for their needs, and you need a CRM platform that does the same for you. Being tied to a desktop<\/a> is the farthest thing from flexible, and it\u2019s holding your business back. <\/p>\n\n\n\n

\n

Method CRM lets you run your business, your way.<\/h3>\n\n\n\n
\n
Watch it in action<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n

3. You\u2019ve reached maximum user access<\/strong><\/h2>\n\n\n\n

Speaking of being held back, QuickBooks Customer Manager does exactly that to your sales team. By limiting your business to a maximum of four users, your team will inevitably end up sharing accounts, leading to duplicate contacts and dirty data. <\/p>\n\n\n\n

Even if your current sales team is fewer than four people, it\u2019s best to think bigger and plan for tomorrow. Besides, it\u2019s easier to switch now while your team is smaller, rather than re-train a bigger team once you\u2019ve outgrown Customer Manager, right?<\/p>\n\n\n\n

If you plan on increasing the size of your sales team, you need a QuickBooks CRM<\/a> platform that not only grows with <\/em>your business,<\/g> but also helps your business grow. <\/p>\n\n\n\n

4. You\u2019re trapped in a platform older than Windows 2000<\/strong><\/h2>\n\n\n\n

Think back to the year 2000. Cast Away and Gladiator topped the box-office. NYSYNC\u2019s No Strings Attached <\/em>and Eminem\u2019s Marshall Mathers LP<\/em> were<\/g> the top-selling albums. There\u2019s no excuse to still be relying on software that\u2019s only support<\/g>ed by Windows 2000, which came out the same year.<\/p>\n\n\n\n

If somebody tried to sell you a computer, phone or car from 2000, you\u2019d laugh them out of the room. So shouldn\u2019t you be using CRM software that\u2019s compatible with your computer, phone, and<\/g> tablet? Regardless of which operating system you\u2019re using, you should always have full access to your customer and sales info.<\/p>\n\n\n\n

5. You need software that will support you <\/strong><\/h2>\n\n\n\n

Even the best pilots need a copilot. But if you\u2019re in the cockpit with QuickBooks Customer Manager, you won\u2019t get any sort of technical support, since the software was discontinued. As your business grows, you\u2019ll undoubtedly need to customize your CRM<\/a> to suit your team, and with that comes the need for support. <\/p>\n\n\n\n

Whether you need a hand tailoring the software, dealing with problems, or even just getting set up, it\u2019s hard to work with a platform that doesn\u2019t actually have a support team. <\/p>\n","protected":false},"excerpt":{"rendered":"

Last updated Jan 3, 2026. In business and in life, it\u2019s hard to walk away from what we already know. It\u2019s easy to stay on the same path. It\u2019s comfortable and familiar. But is it the best way to go? When it comes to new customer management software, it can be especially difficult to cut […]<\/p>\n","protected":false},"author":24,"featured_media":6022,"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":[119],"class_list":["post-4503","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-quickbooks-accounting","tag-quickbooks-customer-manager"],"acf":[],"yoast_head":"\n5 Signs You've Outgrown QuickBooks Customer Manager — Method<\/title>\n<meta name=\"description\" content=\"Are you hitting roadblocks with QuickBooks Customer Manager? 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