How to extend QuickBooks for any workflow as you grow, with Method CRM & AI

Join the Method CRM team — QuickBooks integration specialists who’ve built 1,000s of customizations and real-world workflows for QuickBooks businesses — to learn how to extend QuickBooks to work exactly the way you want it to. Method is the customizable CRM that adapts to your business, not the other way around.

Most businesses still feed QuickBooks data from somewhere else. Spreadsheets, handwritten work orders, or an app that almost has the integration you need. We’ll show you how to bring that work into a single system that talks both ways, with QuickBooks as your foundation — and how to use the newly-launched Method AI to automate even further, so everything fits the way your business actually works.

• ✓ Why QuickBooks should always stay your single source of truth — and which jobs belong in a layer on top of it
• ✓ A simple, time-tested approach to figuring out which processes create the worst bottlenecks in your business, and how to methodically eliminate them
• ✓ Case study: the exact steps that Topstitch Canvas, a custom canvas manufacturer, took to completely eliminate 10+ hours of admin from their entire team’s schedule each week!
• ✓ A live walkthrough of what extending QuickBooks actually looks like, including: custom estimate and invoice templates, e-signatures and deposits, estimate-to-sales-order-to-invoice flows, purchase orders, work orders, scheduling and dispatching, branded customer portals for approvals, statements and reorders, sales pipelines, email campaigns, custom fields and forms, dashboards, and more
• ✓ PLUS: How to use Method AI to greatly increase the speed at which your teams operate and how you customize your CRM
• ✓ Live Q&A with our team, plus an offer available only to attendees

Any and all owners and operations leads at QuickBooks-based businesses — but especially those in:

• 👷‍♂️ Manufacturing
• 📦 Wholesale & Distribution
• 🔧 Field Services
• 🚧 Construction
• 💼 Professional Services

Method is an Intuit Platinum Partner with 1,600+ 5-star reviews in the QuickBooks App Store. More than 18,000 users run their sales and operations in Method today.

Method CRM’s two-way sync updates QuickBooks Online, Desktop, and Intuit Enterprise Suite in real time, so your books stay current while your team keeps working.