(1,600 5-star ratings)
Turn quotes and estimates into invoices — without re-entering a thing
Method CRM syncs quoting, invoicing, and QuickBooks in real time, enabling one-click estimate-to-invoice conversion, recurring billing setup, and e-signature approvals with instant QuickBooks syncing. It’s QuickBooks invoice software built for the sales side — quote, invoice, and collect payment without leaving your books untouched.
- 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
invoicing features
Everything you need to bill faster, built around QuickBooks
From line items to signatures to invoice follow-ups, these QuickBooks invoicing features help cut repetitive billing tasks.
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
In QuickBooks Online, quotes are created as estimates — you select a customer, add line items, and send it for approval. Method CRM builds on that: create the quote using stored pricing and customer details, send it for e-signature, and once it’s approved, convert it into an invoice with QuickBooks updated automatically.
They’re the same document — “estimate” is QuickBooks’ term, “quote” is the term most sales teams use day to day. In Method, you’ll see them handled the same way: build it once, get it approved, and it converts straight into an invoice.
An estimate in QuickBooks Online is a non-posting document — it doesn’t affect your books until it’s converted into an invoice. Method lets you build and send that estimate from inside your CRM, collect an e-signature for approval, and convert it to an invoice that syncs to QuickBooks the moment you save it.
QuickBooks itself doesn’t include a dedicated quote builder — most teams end up rebuilding each estimate from scratch. Method gives you a quote workflow inside your CRM that pulls in saved pricing and customer details, so there’s no blank form to start from every time.
Once a quote or estimate is approved, Method converts it into an invoice in one click — no retyping line items — and syncs the new invoice to QuickBooks Online or Desktop immediately.
QuickBooks Online supports recurring invoices, but scheduling and edits have to be managed inside QuickBooks itself. Method lets you set the billing cadence once — for a service contract or repeat job — and it handles sending and syncing automatically from then on.
Copyright © 2026 Method Integration. All rights reserved.