(1,600 5-star ratings)
A CRM integration with QuickBooks that actually works
Method is a CRM that syncs with QuickBooks in real time — customizable to your business, not the other way around. Built for real-world workflows, it also integrates with QuickBooks Desktop, so your customers, sales, and operations stay connected.
- Dedicated onboarding specialist
- No credit card required
- Free hour 1:1 workflow customization
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
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.
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.
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 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.
- 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
Recommended by Intuit and trusted by thousands
4.7/5
4.5/5
4.7/5
4.2/5
4.4/5
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.
- Dedicated onboarding specialist
- No credit card required
- Free hour of workflow setup
quick answers
Frequently asked questions
Yes — Method CRM has a real-time, two-way sync with QuickBooks Online and Desktop. Customer records, invoices, and payments stay aligned in both systems automatically, so you’re not reconciling data by hand.
Method’s integration with QuickBooks Online covers customers, invoices, estimates, payments, and products — synced two-way in real time. You can also customize the workflows around that data — approvals, fields, automations — without changing how QuickBooks itself works.
Yes — Method syncs with QuickBooks Desktop as well as QuickBooks Online, in real time and two-way. Customer, invoice, and payment updates stay aligned across both, so you’re not stuck choosing between Desktop and a CRM that only supports Online.
Most CRMs treat QuickBooks as an add-on — a separate integration or connector you have to set up and maintain. Method is built around QuickBooks from the ground up, so the two-way, real-time sync between customers, invoices, and payments is native, not bolted on.
Changes flow in both directions — update a customer or invoice in Method and it updates in QuickBooks, and vice versa, without anyone re-entering the same data twice. Method syncs in real time with both QuickBooks Online and QuickBooks Desktop.
Copyright © 2026 Method Integration. All rights reserved.