QuickBooks handles the books. Who handles the order?
Method CRM fills the gap between QuickBooks and a full ERP, giving growing businesses the tools to manage customers, workflows, and operations without a $75K–$750K implementation. Fully customizable and synced with QuickBooks, it adapts to the way your business actually runs.
- Dedicated onboarding specialist
- No credit card required
- Free hour 1:1 workflow customization
18,000+ teams on QuickBooks Online & Desktop trust Method to keep their books and sales in sync.
1,600+
Five-star ratings on Capterra & G2
18k+
Businesses run their day on Method
14yrs
Built around QuickBooks since 2010
2-way
Real-time sync with QuickBooks Online & Desktop
Recommended by Intuit and trusted by thousands
4.7/5
4.5/5
4.7/5
4.2/5
4.4/5
the difference
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.
Stop working around QuickBooks
Your team needs more than imports, exports, and spreadsheet fixes.
QuickBooks keeps your accounting accurate. But sales, operations, and customer work happen somewhere else — in Excel, email threads, and disconnected apps.
Method gives your team a connected CRM built around QuickBooks, so customer activity, invoices, payments, and workflow updates stay aligned.
beyond import & export
When QuickBooks import tools aren’t enough.
Importers move data. They don’t solve the bigger problem: your team still tracks follow-ups, approvals, orders, and customer updates outside the system.
Method connects the work around QuickBooks — so your team spends less time copying data and more time moving the business forward.
Without Method
- Manual CSV imports each week
- Sales lives in spreadsheets
- Duplicate customer records
- Email-thread approvals
With Method
- Real-time 2-way sync
- One source of truth
- Customizable workflows
- Customer portal & e-sign
Replace duplicate entry with one connected workflow.
Method connects directly to QuickBooks at no extra cost, keeping customer information, invoices, payments, and updates accurate across both systems. Your team can manage customer relationships and workflows in Method without duplicate data entry, changing accounting records unintentionally, or requiring direct access to QuickBooks.
- 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
There’s a Method for
getting sales & accounting in sync.
Start your free trial and see how Method connects customers, invoices, payments, and real-world workflows with QuickBooks.
- Dedicated onboarding specialist
- No credit card required
- Free hour of workflow setup
quick answers
Frequently asked questions
Yes — Method connects to QuickBooks Desktop, including the Premier Plus: Manufacturing and Wholesale edition, with a real-time two-way sync for customers, orders, and invoices. Intuit’s edition covers accounting for manufacturers and distributors; Method adds the CRM and workflow layer on top.
QuickBooks Premier Plus: Manufacturing and Wholesale is sold and downloaded directly through Intuit. Once it’s installed, Method connects to it to add customer, quote, and order management that QuickBooks itself doesn’t include.
Most manufacturers pair QuickBooks with something else, since QuickBooks alone doesn’t cover quoting, order tracking, or customer visibility. Method connects to QuickBooks in real time to fill that gap — without the cost or timeline of a full ERP implementation.
No — MRP and production-planning tools focus on scheduling, inventory, and the shop floor. Method is a CRM that connects to QuickBooks for customers, quotes, sales orders, and invoicing. Many manufacturers run Method alongside their production or MRP software, with QuickBooks as the shared system in the middle.
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