#1 CRM for Multi-entity businesses using QuickBooks

Connect all your QuickBooks entities in one place. Manage operations with standardized processes while keeping each entity separate.

Connect QuickBooks after signup to securely sync your real business data and start exploring Method CRM.

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Talk to Sales

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

the difference

Built for businesses running more than one book.

Different locations. Different QuickBooks files. One standard for how work gets done. Method keeps every entity synced and every team on the same process — without forcing them onto identical setups.

Yes to
every entity synced

Real-time, two-way sync to as many QuickBooks Online, Desktop, or Enterprise files as you run.

Yes to
one standard, every site

Build the workflow once, roll it out everywhere, and keep it consistent as you add entities.

Yes to
local flexibility

Each location can still customize fields and steps to fit how they actually work.

Yes to
HQ visibility

See performance, financials, and activity across every entity from a single dashboard — without logging into each QuickBooks file.

Stop running entities on spreadsheets

Multiple QuickBooks files shouldn’t mean multiple ways of doing business.

As you add locations or entities, QuickBooks doesn’t give you a way to standardize or see across them. Teams end up rebuilding the same process by hand at every new location, and HQ loses visibility the moment there’s more than one file to check.

Method connects to every QuickBooks account you run and gives you one place to standardize workflows, manage users by entity, and roll up reporting — while each location keeps its own QuickBooks data separate.

See it in action

Every entity, one CRM

Manage leads, estimates, invoices, and payments across all your QuickBooks accounts from a single system.

Consolidated reporting

Roll up sales and financial performance across entities without exporting from each QuickBooks file separately.

Role-based access by entity

HQ sees everything; each location or franchisee only sees their own data.

Standardized, not identical

Deploy the same workflow template everywhere, then let each entity adjust the fields that need to flex locally.

beyond spreadsheets and separate logins

What happens when you add a second location — and a third, and a fifteenth?

Growth is the #1 reason multi-entity teams start looking for a better system. What worked for one office starts breaking the moment there’s more than one QuickBooks file, more than one team, and no shared source of truth.

Without Method

A separate login and process for each QuickBooks file
Every location builds its own spreadsheets
No consolidated view of sales or financials across entities
Standardization enforced by email and hope

With Method

One CRM synced to every QuickBooks entity
Shared workflow templates, deployed to every location
Centralized reporting across all entities
Permissions that match your org chart, not a shared login

One CRM. Every entity. No more juggling separate QuickBooks files.

Method connects to as many QuickBooks accounts as your business runs — at no extra cost per entity — keeping customers, invoices, payments, and workflows in sync everywhere. Your team works in one system while each location’s QuickBooks stays exactly where it should be.

Try Method for free

Sync invoices, estimates, customers, and payments across every QuickBooks entity
Give HQ a consolidated view while each location keeps its own access
Deploy standardized workflows across locations without breaking any single QuickBooks connection
Cut the manual reporting work of stitching data together across files
Keep every QuickBooks account as the system of record for its own entity