The CRM Built for Equipment Dealers & Distributors on QuickBooks

Track every quote, sale, warranty, and service call in one place, synced to QuickBooks in real time.

Try Method for free

Dedicated onboarding specialist
No credit card required
Free hour 1:1 workflow customization

(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

Equipment dealers need more than QuickBooks imports and spreadsheet workarounds.

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.

See how teams use Method

Sales sees the full equipment history

Warranty terms, service history, and invoice context — without making everyone work directly in QuickBooks.

Accounting stays accurate

Sync customer and transaction  data so finance never chases missing details or cleans up duplicate entries.

Service and parts fit your process

Customize repair tickets, PM schedules, and parts orders to match how your team actually works — not a rigid template.

Quotes move to delivery faster

Connect the dots from quote to delivery to invoice so nothing sits in someone’s inbox.

Replace duplicate entry with one connected workflow.

Method connects directly to QuickBooks at no extra cost, keeping customer information, invoices, payments, and updates accurate across both systems. Your team can manage customer relationships and workflows in Method without duplicate data entry, changing accounting records unintentionally, or requiring direct access to QuickBooks.

Try Method for free

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
Track warranty terms and service history alongside every invoice
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.

Never lose track of what you sold

Log serial numbers, warranty terms, and service history on one record. Give customers a real service report, not just a confirmation.

Parts and service, without the chaos

Repair tickets, PM reminders, and parts orders on one record, synced to QuickBooks.

Quoting that doesn’t fight your team

Give every estimate an owner, a status, and deal notes. Tiered pricing and discounts built into the quote-to-invoice flow.

See every location, one view

Order, delivery, and freight visibility across every branch.

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.

Yes to
QuickBooks

Real-time, two-way sync keeps customer and accounting data aligned.

Yes to
your workflow

Customize repair tickets, PM reminders, and tiered pricing around how your team actually works.

Yes to
less re-entry

Serial numbers and warranty terms entered once — not per system.

Yes to
momentum

Move faster from quote to delivery to invoice — and to payment.

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.