Invoicing software
that integrates with QuickBooks

To manage customer billing in QuickBooks, first create your customer records. You can then create and send invoices, record payments, track outstanding balances, and schedule automatic reminders for unpaid invoices.

Here’s how to add a customer in QuickBooks Online:

1. Go to All apps, then select Customer Hub and Customers.
2. Select New customer and enter the customer’s contact, billing, and payment information.
3. If the customer is tax exempt, open Additional info, select This customer is tax exempt, and choose a reason from the dropdown.
4. Select Save.

Navigation and available settings may vary by country and QuickBooks subscription.

QuickBooks products vary by country, and the available editions change over time. In the United States, the main options include:

• QuickBooks Online: Cloud-based accounting software with subscription levels designed for businesses with different accounting, reporting, and workflow requirements.
• QuickBooks Solopreneur: A cloud-based product designed for self-employed individuals and one-person businesses.
• QuickBooks Enterprise: A desktop-based accounting system for larger or more complex businesses that need advanced reporting, permissions, pricing, or inventory capabilities.

Older QuickBooks Desktop Pro, Premier, and Mac editions are still used by some businesses, but Intuit no longer sells new US subscriptions to several of these products. Trial availability, mobile access, pricing, and product names vary by edition and country, so businesses should check Intuit’s current product pages before choosing a version.

A QuickBooks CRM is an ideal choice if you already use QuickBooks for accounting or payment processing, or want to combine customer management with your accounting.

While QuickBooks itself isn’t free, it does offer various plans with different pricing. Invoicing is a feature in QuickBooks, and access depends on your chosen plan.

For small teams and service-based businesses, your QuickBooks-connected CRM can handle customer and invoice management. It can also support workflow automation, detailed pipelines, and multi-channel marketing.

QuickBooks works with a range of tools to make your accounting work easier. With a QuickBooks integration, you can connect ERP systems, invoicing apps, payment processing tools, and CRMs.

For instance, Method syncs directly with QuickBooks Online and Desktop accounts through a real-time, two-way sync, so your invoice data, purchase orders, and customer info are automatically up to date.

Yes. QuickBooks can help businesses manage accounts payable by recording vendor bills, tracking due dates and outstanding balances, scheduling or recording payments, and creating recurring transaction templates. Depending on the QuickBooks product and connected services, businesses may also upload receipts, use online bill pay, and connect compatible expense-management applications.

Invoicing software, like Method, connects to QuickBooks securely, using encryption, secure user permissions, and regular backups to protect your invoice management and invoice data.

Connecting Method to your QuickBooks account keeps all your customer data, payments, and transactions safe within a more manageable, all-in-one platform while keeping everything synced in real time.

Yes, especially if you’re spending more time on billing than on growing your business. 

It handles repetitive tasks like sending invoices and tracking accounts receivable. That can lead to faster payments, help you send professional invoices, and reduce data entry errors without extra effort.

Many tools sync basic financial data with QuickBooks. For example, BigTime syncs invoices, payments, and project financials and is well suited for time and project based billing. Method goes further by syncing complete customer and transaction records and by acting as a customizable CRM and workflow layer on top of QuickBooks. This makes it easier to manage quoting, invoicing, billing, and ongoing client relationships in one connected system, with QuickBooks remaining the source of truth.

Yes. QuickBooks can handle invoicing on its own. It lets you create, send, and track invoices, set up recurring billing, and manage payments directly within the software.

However, QuickBooks’ built-in invoicing focuses mainly on accounting. Using invoicing software that integrates with QuickBooks, like Method, adds advanced customization, automated workflows, and CRM functionality for a more complete billing and customer management solution.