The Customizable QuickBooks CRM Built for World Businesses
Method syncs invoices, customers, and transactions with QuickBooks — so sales and accounting stay connected without the duplicate data entry. Get the exact workflows, automations, and systems that your business needs.
(1,600+ 5-star ratings)
18,000+ teams on QuickBooks Online & Desktop trust Method to keep their books and sales in sync.
1,600+
Five-star ratings on Capterra & G2
18k+
Businesses run their day on Method
14yrs
Built around QuickBooks since 2010
2-way
Real-time sync with QuickBooks Online & Desktop
Stop working around QuickBooks
Your team needs more than imports, exports, and spreadsheet fixes.
QuickBooks keeps your accounting accurate. But sales, operations, and customer work happen somewhere else — in Excel, email threads, and disconnected apps.
Method gives your team a connected CRM built around QuickBooks, so customer activity, invoices, payments, and workflow updates stay aligned.
the difference
Built for the way real businesses actually run.
Orders change. Approvals evolve. Invoices need context. Customers expect fast answers. Method adapts to your workflow while keeping QuickBooks at the center.
beyond import & export
When QuickBooks import tools aren’t enough.
Importers move data. They don’t solve the bigger problem: your team still tracks follow-ups, approvals, orders, and customer updates outside the system.
Method connects the work around QuickBooks — so your team spends less time copying data and more time moving the business forward.
Without Method
- Manual CSV imports each week
- Sales lives in spreadsheets
- Duplicate customer records
- Email-thread approvals
With Method
- Real-time 2-way sync
- One source of truth
- Customizable workflows
- Customer portal & e-sign
Replace duplicate entry with one connected workflow.
Method turns your QuickBooks estimates and invoices into templates that match your brand — custom fields, custom layouts, and automated follow-ups. Build a commission tracker for your sales team, or a dashboard that shows exactly what you need to see. Every customization syncs back to QuickBooks automatically, so nothing gets entered twice.
- Sync invoices, estimates, customers, and payments with QuickBooks
- Give sales and accounting the same view of customer data
- Customize workflows without breaking the QuickBooks connection
- Reduce spreadsheet handoffs and manual data cleanup
- Keep QuickBooks as your accounting system of record
Real workflows, not generic CRM limits
Method connects customer work to accounting work.
Instead of jumping between QuickBooks, spreadsheets, and disconnected apps, every team gets the context they need in one customizable CRM.
Recommended by Intuit and trusted by thousands
18,000+ teams on QuickBooks Online & Desktop trust Method to keep their books and sales in sync.
There’s a Method for
getting sales & accounting in sync.
Start your free trial and see how Method connects customers, invoices, payments, and real-world workflows with QuickBooks.
- Free trial
- No credit card required
- No-contract trial
quick answers
Frequently asked questions
Yes — Method has real-time, two-way sync with QuickBooks Online and Desktop, so customers, invoices, estimates, and payments stay accurate on both sides automatically.
Yes. Method is the single system your sales and operations teams work in, so customer, invoice, and payment updates sync automatically with QuickBooks — nothing gets manually re-keyed.
No. Importers move data once; Method keeps sales, invoicing, and QuickBooks accounting connected on an ongoing basis, with custom workflows and templates import tools don’t offer.
Yes — customer tracking, quotes, approvals, custom reports, and dashboards that used to live in spreadsheets move into Method, fully synced with QuickBooks.
Most teams are up and running within days — our onboarding team helps configure your workflows, invoice templates, and QuickBooks sync from day one.
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