One System for Leads, Invoicing, and Payments
Method connects your CRM and Method Pay so leads, quotes, invoices, and payments all stay in one place — and sync to QuickBooks automatically. Track every customer from first contact to paid invoice without re-entering data or reconciling between separate tools, so your books stay accurate while your team moves faster.
(1,600+ 5-star ratings)
18,000+ teams run leads, invoicing, and payments through Method — all synced to QuickBooks.
1,600+
Five-star ratings on Capterra & G2
1 system
Leads, invoices, and payments together
2-way
Real-time sync with QuickBooks Online & Desktop
0
Double entry between your CRM, invoicing, and payments
Method Pay is built for how you actually get paid
Yes to transparent pricing
No setup fees, monthly minimums, or cancellation fees.
Domestic Keyed-in Transactions
| Cards | ACH | |
|---|---|---|
| Rate | 2.99% + $0.30* | 1.0% + $0.30 |
| Submit by (ET) | 11:00 PM | 9:00 PM |
| Payout | T+1 | T+4 |
*International, Business and AMEX cards add 0.8%.
These are Method Pay’s standard published rates and may change. Your rates are set by the Method Pay Payment Processing Agreement. Available to US-based businesses only.
the difference
Built to keep your whole workflow in one place.
Most CRMs stop at contact management. Most payment tools stop at the transaction. Method connects the two — and keeps QuickBooks in sync the whole way through.
one system, not five
Your leads, invoices, and payments shouldn’t live in three different logins.
When leads live in a spreadsheet, invoicing in one app, and payments in another, your team spends more time copying information between systems than moving deals forward.
Method brings customer management, quotes, invoicing, and payments together — all synced to QuickBooks, so nothing gets entered twice.
Everything in one system — from leads to payments.
Track leads, send invoices, and collect payments — all synced to QuickBooks automatically. Method Pay includes transparent pricing (2.99% + $0.30 on cards, including keyed-in) with no monthly minimums.
- Track leads from first contact to paying customer
- Turn quotes into invoices without re-entering data
- Accept card and ACH payments right on the invoice
- Every payment automatically syncs to QuickBooks
- One login for sales, invoicing, and payments
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 running leads, invoicing, and payments in one place.
Start your free trial and see how Method keeps your customers, invoices, and payments in sync with QuickBooks.
- Free 10-day trial
- No credit card required
- No-contract trial
quick answers
Frequently asked questions
Yes — Method’s two-way sync keeps customers, invoices, and payments matched with QuickBooks Online or Desktop automatically, in real time.
Yes — Method Pay lets customers pay by card or ACH right on the invoice, and every payment posts straight to QuickBooks, matched to the right invoice.
No — Method brings lead tracking, quotes, invoicing, and payments together in one system, so your team isn’t jumping between apps.
You handle it directly from the same dashboard, right on the customer’s record — with a Method Pay support team you can actually reach.
Most businesses are live within a few days — our team helps you get set up and synced with QuickBooks before you roll it out to customers.
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