How to Extend QuickBooks for Any Workflow as You Grow | Nov 10, 2026
Outgrowing spreadsheets, sticky notes and retyping data into QuickBooks? In this webinar, see how Method CRM extends QuickBooks with instant two-way sync, so every part of your workflow connects back to your books.
The live demo starts with customers and leads, showing lifetime value and health scores for each contact. From there, it moves through the full sales cycle: estimates customers can sign electronically, then invoices and payments that sync to QuickBooks automatically. You’ll also see the customer portal, where clients can review and approve estimates and pay invoices on their own.
The session also introduces Method AI, which lets you build and customize screens just by describing what you want. It wraps up with the home dashboard, which brings insights, pending estimates and to-dos together in one place.
