Invoicing software that integrates with QuickBooks
Get full control over the creation, approval, and payment of your invoices with Method’s QuickBooks sync.
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Complete control to customize professional invoices
QuickBooks invoices get the job done but don’t give you much flexibility.
Get full control over how you present your invoices, from brand colors and logos through to line items that reflect your products, services, and purchase orders. You can also integrate time tracking to auto-add billable hours to invoices.
Method optimizes invoice customization, facilitates seamless invoicing, and enhances client/vendor management with invoices that are easy to understand and get you paid faster.
One-click email invoicing
Downloading invoice PDFs to attach and send from your email client bogs your team down.
Method sends invoices directly via email and includes built-in follow-up reminders for overdue accounts, helping you get paid on time.
Better yet, you can completely customize both the invoice attachment and email notifications to reflect your company and brand.
Get advanced and automated invoicing features with Method
Take the “work” out of your workflow
Invoicing used to mean having to export spreadsheets, juggle documents, and manually copy and paste everything into QuickBooks. Method automates invoice generation, streamlines payment tracking, and improves billing cycle efficiency.
Easily create invoices from document types such as sales orders, work orders, and estimates. This frees up your employees to focus on what matters most.
Keep your QuickBooks file healthy with automatic matches
We have the best sync engine in the industry – so Method always stays in perfect sync with your QuickBooks file. This simplifies expense tracking and reduces issues around double data entry.
Use Method to keep your information up to date and your QuickBooks file clean by choosing when your invoices sync.
Complete visibility, at your fingertips
With Method, you can generate invoice reports based on various data points, which enhances financial reconciliation and enables efficient billing reporting.
Track expenses, monitor credit cards and ACH payments, analyze finances, and record bills all in one place.
Whether you’re looking to make changes to your inventory, calculate taxes, or archive details of past vendors, you should consider advanced reporting solutions.
Add billable hours
Gone are the days of manual tallying! Easily add billable hours to your invoices and pave the way for quicker payments and satisfied clients.
Method’s clear and transparent invoicing process enhances billing accuracy and facilitates recurring billing, making accounting and payroll easy for everyone.
Accept online payments
It’s time your payments stopped getting lost. Ditch snail mail and embrace the future with secure online payment integrations.
From making payments to accessing invoices and support, Method’s self-serve customer portals are all about e-commerce convenience and speed for you and your customers.
Get real-time notifications
No need for inbox refreshes or guesswork. Stay informed with instant alerts when customers view, pay, or otherwise engage with your invoices.
Communicate with customers, thank them for payments, or help with questions and concerns in real time.
Knowledge is power, and time is money. Method provides real-time payment updates and boosts productivity in billing tasks.
Flexible pricing
One size rarely fits all, especially in pricing. Whether you’re seeking simple lead management, robust automation, or to streamline sales – Method has something for everyone. And its 1,400+ 5-star reviews on apps.com prove it.
Mix and match app packs to craft the ultimate blend for your business needs without going over your budget amount.
QuickBooks billing software FAQs
How do you use QuickBooks to manage customer billing?
To manage customer billing in QuickBooks, start by setting up your customer information, and then create and send custom invoices. Make sure to keep track of payments and send automated reminders for overdue accounts.
Here’s how to set up a new customer:
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- Launch QuickBooks and select “Get paid & pay” or “Sales”. Click “Customers”.
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- Enter your customer’s details and any additional information. If the customer is tax exempt, select the respective checkbox and a “Reason for exemption” in the dropdown.
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- Click “Save”.
How many different versions of QuickBooks are there?
There are three main QuickBooks versions:
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- QuickBooks Online: A cloud-based accounting software best suited for small to medium-sized businesses. It’s accessible from all devices with an Internet connection and will integrate with your favorite apps. It includes Accountant and Self-Employed subscription options, each with version-specific features.
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- QuickBooks Desktop: A locally installed accounting system, fit for small and medium business owners who require advanced features and customization capabilities. It includes Pro, Premier, and Enterprise plans.
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- QuickBooks for Mac: Developed specifically for users of Apple’s macOS operating system, this version caters to the small business bookkeeper or manager with tools for tracking cash flow, invoicing and billing transactions, and more.
There is a 30-day trial available for each product. You can also use QuickBooks’ mobile app with each plan at no extra fee.
Is a QuickBooks CRM right for my business?
A QuickBooks CRM is an ideal choice if you already use QuickBooks for accounting or payment processing, or want to combine customer management with your accounting.
While QuickBooks itself isn’t free, it does offer various plans with different pricing. Invoicing is a feature in QuickBooks, and access depends on your chosen plan.
For small teams and service-based businesses, your QuickBooks-connected CRM can handle customer and invoice management. It can also support workflow automation, detailed pipelines, and multi-channel marketing.
What software integrates with QuickBooks?
QuickBooks works with a range of tools to make your accounting work easier. With a QuickBooks integration, you can connect ERP systems, invoicing apps, payment processing tools, and CRMs.
For instance, Method syncs directly with QuickBooks Online and Desktop accounts through a real-time, two-way sync, so your invoice data, purchase orders, and customer info are up to date automatically.
Can you use QuickBooks for accounts payable?
Yes. QuickBooks lets you manage accounts payable by tracking your bills, scheduling payments, and keeping records organized. You can create templates for recurring expenses, attach receipts, and link payments to your ERP or payment processing tools.
With these, you can stay on top of vendor payments easily and accurately.
How secure is invoicing software that integrates with QuickBooks?
Invoicing software, like Method, connects to QuickBooks securely, using encryption, secure user permissions, and regular backups to protect your invoice management and invoice data.
Connecting Method to your QuickBooks account keeps all your customer data, payments, and transactions safe within a more manageable, all-in-one platform while keeping everything synced in real time.
Is invoice automation software actually worth using for small businesses?
Yes, especially if you’re spending more time on billing than on growing your business. It takes over repetitive billing functions like sending invoices, following up on late payments, and tracking accounts receivable.
It handles repetitive tasks like sending invoices and tracking accounts receivable. That can lead to faster payments, help you send professional invoices, and reduce data entry errors without extra effort.