We’re excited to announce our latest QuickBooks Online integration – Bills!

What is Bills?” you ask?

Key to small business vendor management, Bills is an accounting transaction in QuickBooks that records an amount owed and/or paid to a vendor/supplier.

What is the QuickBooks Online Bills integration?

Method users can now view and edit Bills that were originally entered into QuickBooks Online. They can also now create new Bills from within Method, which then sync over to QuickBooks.

Fun fact: While we have synced with Bills on QuickBooks Desktop before, this is the first vendor transaction Method has synced with for QuickBooks Online!

Method:CRM now syncs with Bills for QuickBooks Online

Why you should be psyched about Method’s sync with QuickBooks Online Bills

As a busy small business owner, you would like to delegate vendor management, but worry about giving out access to your QuickBooks Online account. We get it!

We’ve got you covered with Method’s QuickBooks Online Bills sync. Your Receptionist or Office Manager can modify an existing bill or create a new one altogether right from within Method. All changes or additions made to Bills in Method will sync over to QuickBooks in real time. You’ve got more time for other projects and your Accountant is happy that there aren’t too many cooks in the kitchen when it comes to your QuickBooks file.

But what if you want to delegate vendor management but still have final say over payment approvals? No problem! Method is customizable to help you create a streamlined process for your unique business. Your vendor management workflow for creating and reporting on Bills can include whatever safeguards or notifications your heart desires.

And if you’re really wanting to streamline your vendor management process, you can create an online Vendor Portal for suppliers to create, view and modify payable bills.

How to Get Started

If you’re already a Method:CRM user, it’s already in your Method account and ready for use. For those who have access to the Vendors Tab, change your tab group within Method in the top-right to “QuickBooks”. Then click Vendors > Bills.

Questions? Comments?

Feel free to email us or connect with us on Twitter!

Hey there! As Method's Director of Marketing, I have a natural passion for building and designing solutions that enable revenue growth from a customer acquisition perspective. When I'm not at Method leading the marketing team and making fun videos, I am grilling and travelling with my wife and three children.

Posted by Rodrigo Fernandez

Hey there! As Method's Director of Marketing, I have a natural passion for building and designing solutions that enable revenue growth from a customer acquisition perspective. When I'm not at Method leading the marketing team and making fun videos, I am grilling and travelling with my wife and three children.