Accounting Archives — Method %

Features

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Activities

All your customer interactions in one place, with automated follow-ups and reminders

Email

Email customers directly from Method, or connect your customer data to Gmail

Proposals

Automate the process of getting your customers to receive and accept engagement letters

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Reporting

See what’s happening in your business with detailed reports, for better decision making

Multi-entity CRM

Manage multiple businesses in one CRM and standardize processes across all locations

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Email

Email customers directly from Method, or connect your customer data to Gmail

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Reporting

See what’s happening in your business with detailed reports, for better decision making

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Activities

All your customer interactions in one place, with automated follow-ups and reminders

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Email

Email customers directly from Method, or connect your customer data to Gmail

Proposals

Automate the process of getting your customers to receive and accept engagement letters

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Multi-entity CRM

Manage multiple businesses in one CRM and standardize processes across all locations

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Web to lead forms

Capture leads directly from your website, so you can turn them into customers faster

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Branded customer portals

Add your logo and brand colors to your customers’ go-to spot for order details

Email campaigns

Send customers email marketing campaigns or connect directly to Mailchimp

Schedule a demo

Let us show you how Method can help your business grow

Schedule

QuickBooks CRM

Transform QuickBooks into a powerful CRM that can do more than basic accounting

Payments

Give customers their own online payment portals, so you can get paid faster

Time tracking

Track and log work hours for efficient billing

Receipts

Track and manage sales receipts, all attached to the customer and invoice

Xero CRM

Enhance Xero with customizable CRM features, to do more than basic accounting

E-signatures

Securely sign and approve estimates and invoices online, to close deals faster

Multi-entity CRM

Manage multiple businesses in one CRM and standardize processes across all locations

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Mobile field crew app

Let your field crew access critical job details on-the-go and have them report back

Time tracking

Track work hours so you can keep your staff happy with accurate pay checks

Scheduling & dispatching

Flexible scheduling tools to plan your team’s time, and get them where they need to be

Payments

Give customers their own online payment portals, so you can get paid faster

Work order management

Create, manage, and assign work orders, easily converting them to invoices once complete

Activities

All your job and customer interactions in one place, with automated follow-ups

Proposals

Automate the process of getting your customers to receive and accept engagement letters

E-signatures

Securely sign and approve estimates and invoices online, to close deals faster

Customer portals

Let customers approve estimates, access job details, and pay invoices in one place

Estimates

Let your team create estimates while they’re on-site, with our mobile field crew app

Schedule a demo

Let us show you how Method can help your business grow

Schedule

QuickBooks

Transform QuickBooks into a powerful CRM, with data instantly syncing back & forth

Zapier

Automate workflows by connecting the software you use to Method with Zapier

Payments

Easily connect to top payment providers for easier payment processing, so you can get paid faster

Xero

Enhance Xero with CRM features, and keep your data up to date with two way sync

E-commerce

Integrate e-commerce platforms to connect your sales orders to your CRM

Email

Send your lead lists directly to Mailchimp for advanced email marketing campaigns

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Multi-entity CRM

Customizations
Industries
Pricing
Resources
Demo
Contact Sales

Sign in Start free trial

Latest Accounting posts

Best Canopy alternatives

7 best Canopy alternatives (2025)

Explore the best Canopy alternatives for 2025. Compare pricing, client portals, QuickBooks Online sync, and automation—plus see how Method CRM stacks up.

QuickBooks Intercompany Transactions - Header Image - Method Blog

QuickBooks intercompany transactions: How to manage multiple entities efficiently

Learn what QuickBooks intercompany transactions are, why they matter, how to manage them, and how Method helps streamline workflows across all your entities.

An orange illustration representing data analysis, with a person grabbing a pie chart from a smartphone.

How to adjust retained earnings in QuickBooks

See how to adjust retained earnings in QuickBooks to correct discrepancies, close out prior-year balances, and maintain accurate reporting.

A teal illustration of a person with a magnifying glass.

How to delete journal entries in QuickBooks: Complete guide

See how to delete journal entries in QuickBooks Online and Desktop step by step. Also, learn when to delete, reverse, or clear entries.

Fuchsia illustration of a hand giving a thumbs up, with a checkmark next to it.

How to view journal entries in QuickBooks Online: Easy steps

Learn how to view journal entries in QuickBooks Online in this blog. Also, explore specific types of journal entries and some best practices.

A purple illustration of a handshake.

How to merge vendors in QuickBooks: A step-by-step guide

Learn how to merge vendors in QuickBooks in this blog. Clean up that messy vendor list, ditch the duplicates, and keep your financials sharp.

An orange illustration of someone magnifying a search bar.

What is opening balance equity in QuickBooks and how to use it

What is opening balance equity in QuickBooks? Discover what it means, its purpose in accounting, and how to manage it in this blog.

A teal illustration of a person holding a discount price tag around shopping bags.

How to record refunds from a vendor in QuickBooks Online

Learn how to record a vendor refund in QuickBooks and better manage vendor credits, track refunds, and maintain accurate financial records.

Fuchsia illustration of several hands collaborating on a computer window.

How to import accountant changes in QuickBooks in 5 easy steps

Learn how to import accountant changes in QuickBooks Desktop with ease. Stay on the same page as your accountant and keep your books clean.

Purple illustration of a hand giving a thumbs up, with a checkmark next to it.

How to categorize expenses in QuickBooks Online and keep your books clean

See how to categorize expenses in QuickBooks to keep your financial records organized, track spending better, and simplify accounting tasks.