Keep Sales Reps Out of QuickBooks and Invoice Customers Efficiently with Method:CRM

Method’s powerful QuickBooks integration allows sales reps to create invoices without needing access to QuickBooks. Easily add QuickBooks items to a new invoice or convert existing estimates to invoices with the click of a button. Plus, invoices sync seamlessly from Method to QuickBooks – either as soon as they’re created, or after you give approval.

Why should my business use the Invoices app in Method?

  • Stop Waiting for Your Accountant to Issue Invoices

    Empower your sales reps to issue invoices when the job is done, rather than waiting for someone with QuickBooks access. Prepare a brand new invoice or create one from an estimate, then print or email the invoice directly from Method.
  • Create Invoices Wherever Work Takes You

    Don’t wait until you get back to the office to invoice customers. Make the most of your time on the go by creating and updating invoices using Method’s iOS or Android mobile app.
  • Save Time by Syncing Invoices to QuickBooks

    Method’s deep sync with QuickBooks Online and QuickBooks Desktop makes double data entry a thing of the past. Send invoices to QuickBooks as soon as they’re created in Method, or save them in Method to review and sync later.

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Joshua Sroge - Firestone CFO

I implemented Method for a sales team because I wanted something easy and intuitive for them to assign and manage opportunities, proposals, invoices, and payments. I didn’t want sales reps in QuickBooks, so the integration was important – Method does that extremely well.

Joshua Sroge
Firestone CFO
QuickBooks Pro User

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