Customer Management that Syncs with QuickBooks

Managing your relationships with your customers is so important, but trying to do it without a CRM that syncs to QuickBooks leads to disorganized data and lost sales. Method allows you to manage more than just contact information. You can track all of your interactions with your customers in our Activities app, create custom workflows to help streamline your processes, and view, edit and create QuickBooks transactions with our unmatched sync.

Why is it important for my customer management tool to sync with QuickBooks?

  • Multiple Contacts per Customer

    You don’t need all your contacts to be in your QuickBooks file since you only send transactions to the billing contact. However, you do need to manage all your customer’s contacts for marketing emails, etc. With Method, you can manage unlimited contacts per customer, keeping your QuickBooks file clean and your customer relationships strong.

  • Opportunity Tracking for Existing Customers

    With access to QuickBooks transactions, your team can see previous orders to identify potential reorder and upsell opportunities, and can track them in the Opportunities app. They can then follow the opportunity through the sales pipeline to maximize revenue.

  • Centralize Your Data and Keep Business Moving

    When your CRM syncs with QuickBooks, you eliminate double-data entry and inefficient processes. When you create a new customer or transaction in Method, it syncs to QuickBooks in real-time. Your front-line team can create transactions for contacts and your accountant will stay up-to-date in QuickBooks. No more lost data!

How do I start managing my customers?

  1. For starters, you need to have a Method account. If you don’t yet have one, sign up for your Free 30-Day Trial Here! (As part of the sign up process, you will sync your QuickBooks data to Method.)
  2. Sign into your Method account, and you’ll see your Contacts App.
  3. When you open the Contacts App, you’ll see all your QuickBooks contacts already synced.
  4. If you have other customer contacts that aren’t in QuickBooks, you can Import them into Method.

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No Credit Card. No Contract. Yes, It’s Super Easy!