Refer a Business to Method.
Earn up to $600.

Know a QuickBooks business that is…

… struggling with disconnected systems, manual work, or software that can’t keep up? Introduce them to a CRM that says ✓ Yes to Real-World Businesses, ✓ Yes to Quote to Cash, ✓ Yes to QuickBooks, and ✓ Yes to Expert Support.

Earn $100 when they start a trial and sync QuickBooks, plus another $500 when they become a customer. No limits. Refer as many businesses as you’d like.

How it works

Refer a business

Fill out the referral form with your information and the business you’d like to introduce to Method.

Earn $100

When they start a FREE Method trial and successfully connect their QuickBooks account, we’ll send you a $100 gift card.

Earn another $500

If they become a Method customer and remain active for 60 days, we’ll send you an additional $500 gift card.

You Probably Know
Someone Like This…

Method works best for growing QuickBooks businesses that have outgrown spreadsheets, disconnected tools, or rigid CRM systems. Think about the people in your network who are:

  • Running manufacturing, wholesale, distribution, or field service businesses
  • Managing quotes, jobs, orders, or customer information across multiple systems
  • Stuck doing double data entry between QuickBooks and their CRM
  • Relying on spreadsheets and manual processes to run operations
  • Frustrated by software that forces them to change how they work
  • Looking for a solution that can scale as they grow

Know a Business Like This?
They’re a Perfect Fit.

KIND WORDS FROM BUSINESS OWNERS

What Our Customers Say

Scaling Without the Strain

“We’ve doubled our revenue in the past three years. Without Method, it would have been nearly impossible.”

— CEO, Manufacturing & Distribution

Faster Orders. Fewer Mistakes

“Fulfillment used to take two to three days, sometimes a week. With Method, it’s minutes or hours. The errors went from around 10 potential issues to almost nothing.”

— Operations Manager, Wholesale

Scaling Without the Strain

“We’ve doubled our revenue in the past three years. Without Method, it would have been nearly impossible.”

— CEO, Manufacturing & Distribution

Faster Orders. Fewer Mistakes

“Fulfillment used to take two to three days, sometimes a week. With Method, it’s minutes or hours. The errors went from around 10 potential issues to almost nothing.”

— Operations Manager, Wholesale


1,600+ 5-star reviews don’t happen by accident. Businesses just like yours love us.

What Method Does for the Business You Refer

When you refer someone to Method, you’re introducing them to a CRM that says yes.

Yes to 
Real-World Businesses

Add fields, adjust workflows, and onboard new team members without disrupting how the business operates.

Yes to Quote 
to Cash

Connect lead, quote, job, invoice, and payment in one system. No duplicate entry. No disconnected tools.

Yes to 
QuickBooks

Built for QuickBooks Online and Desktop. Real-time sync eliminates double entry and keeps data accurate.

Yes to Expert Support

Real experts who understand small business workflows. More than software, a partner you can rely on.

Know a business that needs
a better way to work?

Earn Up to $600 for Every Qualified Referral

  • $100 when they start a trial and sync QuickBooks
  • $500 when they become a customer and stay active for 60 days
  • No limits on referrals

Refer someone today and help another business work smarter.

FAQs

Simply complete the referral form on this page. We’ll take care of the rest.

After the referred business starts a Method trial and successfully syncs their QuickBooks account.

After the referred business becomes a paying Method customer and remains active for 60 days.

No. You can refer as many businesses as you’d like.

Method is particularly popular with manufacturing, wholesale, distribution, field service, construction, and professional services businesses that use QuickBooks.

You’ll receive a $100 gift card when they sync a real QuickBooks account during their trial. If they later become a customer and stay active for 60 days, you’ll receive an additional $500 gift card.

No. The Referral Program is intended for customers and advocates making occasional referrals. Businesses interested in making referrals regularly should explore the Method Partner Program.