Grow

/ * 2. In WP Admin → Pages → Add New, set Template → “Method Landing Page” * 3. Publish the page and visit it. */ // Prevent direct access if loaded outside WordPress if ( ! defined( ‘ABSPATH’ ) ) { exit; } // Fire wp_head hooks so SEO/analytics plugins still work ob_start(); wp_head(); $wp_head_output = ob_get_clean(); ?> > Method CRM – The Most Customizable QuickBooks CRM
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New: AI-assisted estimates

The CRM built for QuickBooks-powered businesses

Method is the #1 rated CRM for QuickBooks Online and Desktop. Manage contacts, send estimates, get paid, and automate the busywork. All in one place, with two-way sync that just works.

Try Method for free See how teams use Method
JM SK RO TL
18,000+ businesses trust Method
Free 10-day trial · No credit card required
Official Intuit partner
Method CRM — QuickBooks integration dashboard
Trusted by thousands of QuickBooks-powered businesses
Avery Roofing
BRIGHTLINE
Cedar & Wren
NORTHFIELD
Hollis & Co.
Pinemont

Proven results, no matter the industry

Fourteen years of helping QuickBooks-powered businesses save time, get paid faster, and grow without adding headcount.

0k+
Active users running their business on Method
0M+
Estimates and invoices sent through Method
0yrs
Helping QuickBooks businesses grow since 2010
0★
Average rating across G2, Capterra, and Intuit
QB Built on QuickBooks

Your QuickBooks data, finally working as hard as you do

Method is the only CRM with real-time, two-way sync to QuickBooks Online and Desktop. Update a customer in either place. Both stay in step. No exports, no duplicates, no surprises at month-end.

  • Customers, items, and transactions sync in both directions in real time
  • Send estimates and invoices straight from Method — they post to QuickBooks instantly
  • Works with QuickBooks Online, Desktop Pro, Premier, and Enterprise
  • Field-level mapping, so your chart of accounts stays clean
See how the sync works
Acme Industrial$4,200
Brightline HVAC$3,210
Cedar & Wren$7,900
Acme Industrial$4,200
Brightline HVAC$3,210
Cedar & Wren$7,900
Two-way sync, updated in real time
Everything you need

One platform. Everything between lead and paid invoice

Method bundles the tools small businesses cobble together from five different apps. All connected to QuickBooks.

Contact & lead management

One source of truth for every customer, lead, and conversation. No more digging through inboxes or spreadsheets.

Estimates & invoices

Build branded estimates in seconds. When customers approve, they sync to QuickBooks as invoices automatically.

Workflow automation

Trigger follow-ups, reminders, and approvals on autopilot. Save hours every week without lifting a finger.

Payments & portals

Let customers pay online, sign proposals, and book service from a portal that’s branded to your business.

Scheduling & field service

Dispatch jobs to your crew with location-aware scheduling. Track time, capture signatures, close the loop.

Customizable to your process

Match Method to how your business actually works. No code required, and yes, your QuickBooks fields come along.

Tailored for you

Method works the way your industry works

Pick your industry to see how Method shapes around your day.

“

Method gave us back ten hours a week. Estimates that used to live in three places now live in one, and the QuickBooks sync means our bookkeeper has stopped asking us to fix things.

JM
Jordan Mireles
Owner, Avery Roofing Co. · 22 employees
10hrs
Saved per week on admin
3.2x
Faster estimate turnaround
28%
Lift in close rate, year one
Common questions

Answers, before you ask

Yes. Method is the only CRM with true bi-directional, real-time sync to QuickBooks Online and Desktop. Update a customer in either place and the change is reflected in the other in seconds. No CSVs, no manual reconciliation.
QuickBooks Online (all plans), QuickBooks Desktop Pro, Premier, and Enterprise. We also support Xero for businesses on that platform.
Most teams are up and running in under a day. We import your QuickBooks data automatically, and our customer success team is available to help you map fields and configure workflows.
Yes, that is the main reason customers pick us. Every screen, field, button, and automation can be tailored to your business without writing code.
Ten days of full access to Method, every feature, no credit card required. Bring your QuickBooks data and try it on real work.

Ready to put QuickBooks to work?

Start a free 10-day trial. Bring your QuickBooks data. See your business in a way you have not before.

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