Replace Excel imports with a customizable QuickBooks CRM

Stop importing spreadsheet data into QuickBooks manually. Method replaces disconnected Excel files with a QuickBooks-connected CRM that syncs customers, invoices, transactions, and workflows in real time.

Try Method CRM free
  • Free trial
  • No credit card required
  • No-contract trial

Trying to import Excel or CSV data into QuickBooks?

If your team is constantly uploading spreadsheets, exporting QuickBooks data, or cleaning up duplicate entries, the issue is bigger than one import. It means your sales and accounting systems are disconnected.

Method gives QuickBooks users a connected CRM where customer records, invoices, estimates, payments, and workflow updates stay synced automatically.

Eliminate manual processes

Aren’t you tired of juggling spreadsheets and manual sales processes that just waste time?

We take those 10-step processes and automate them. Less mistakes and less time wasted? That’s something we can get behind.

Custom to your business

Customers who’ve tried cookie cutter solutions come to us because we can make the software do what you want it to do.

Work with our team to build a custom solution that will actually work with your processes.

Two-way sync to QuickBooks

Connect Method to QuickBooks to expand capabilities without changing how you work.


Access a whole new set of features, that let you do more than basic accounting, with all of that data instantly connecting back to QuickBooks.

1,600+ 5-star reviews don’t happen by accident. Businesses just like yours love us.

4.7/5

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4.1/5

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Yes, there’s a Method for that

Built for the way real businesses actually run.

Orders change. Approvals evolve. Invoices need context. Customers expect fast answers. Method adapts to your workflow while keeping QuickBooks at the center.

Loved by businesses just like yours

18k+

Users trust us

2M+

Estimates created

14yrs

Helping businesses thrive

Talk to sales

Today

  • Manual CSV Imports
  • Messy spreadsheets
  • Duplicate customer records
  • Email-thread approvals

With Method

  • Real-time 2-way sync
  • One source of truth
  • Customizable workflows
  • Customer portal & e-sign

Beyond import & export

When QuickBooks import tools aren’t enough.

No more CSV-to-QBO converters. No more Excel imports. No more copy-pasting between apps.

Method connects the work around QuickBooks — so your team spends less time copying data and more time moving the business forward.

With Method CRM + QuickBooks

Replace duplicate entry with one connected workflow.

Sync invoices, estimates, customers, and payments with QuickBooks

Give sales and accounting the same view of customer data

Customize workflows without breaking the QuickBooks connection

Reduce spreadsheet handoffs and manual data cleanup

Keep QuickBooks as your accounting system of record

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Customer view indicating how Method syncs data with QuickBooks

FULLY CUSTOMIZABLE

Finally, a solution that works the way you do

You’re the expert of your business. Work with our team to build a solution that works exactly how you want it to.

And don’t worry, Method can connect to your favorite apps too:

+ more

Select your base features

Choose the features that solve the problems you are trying to solve, like estimate creation or time tracking. Only pay for what you use!

Free customization consultation

Our team will meet with you to discuss tailoring those features to your specific workflows, because your way is the right way.

Let us get you set up

When we tailor Method to your exact needs, you reduce the learning curve and start seeing value right away.

And don’t worry, Method can connect to your favorite apps too:

+ more

Get Started

See what Method can do for your business

Let’s talk!

Talk to our sales team to see how Method works for manufacturers.

Talk to our team

Try Method for free!

Start a free 10-day trial today. No commitment, no credit card.

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