Multi-entity accounting CRM built to sync with QuickBooks

Use one CRM to manage multiple businesses, standardize processes across locations, and keep your QuickBooks data organized and separate.

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  • Free 14-day trial
  • No credit card required
  • No-contract trial

Running multiple franchises
or QuickBooks accounts? We’ve got you covered.

Standardize your processes

Do you have multiple locations with different systems? It’s time to standardize and automate everything in one place.

Customize to fit your business

Our team can tailor Method to make automation and adoption easy, so you save time and always stay in control.

Connect QuickBooks accounts

Connect multiple QuickBooks accounts to one CRM and get a consolidated HQ view while each location maintains its own access.

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QUICKBOOKS ACCOUNT CONTROL

Sync and manage multiple QuickBooks accounts

Real-time two-way sync to QuickBooks

Sync data instantly between Method and QuickBooks, avoiding duplicate data entry and ensuring accurate financial reporting.

Manage multiple QuickBooks accounts in one place

Consolidate financials, customers, and transactions across entities with real-time visibility. Improve cash flow management and reduce manual data entry.

Integrate with any QuickBooks version

Sync with QuickBooks Online, QuickBooks Desktop or Intuit Enterprise Suite to manage multi-entity operations and financial reporting in a single CRM.

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Consolidated data

HQ level visibility and control across locations

Consolidated reporting

Track sales, financials, and inventory across all locations. Generate advanced reports to monitor financial performance and eliminate duplicate entries.

Custom standardized workflows

Build workflows once and replicate with templates for estimates, invoices, and transactions. Track financial documents and complete transactions efficiently.

Centralized POS & transactions

Unify sales data across all locations for smoother operations. Maintain accurate invoicing and financial tracking across all business entities.

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Entity-specific management

A CRM for every location

Capture and convert leads for every location

Turn website visitors into leads with custom forms capturing key contact details, send instant replies, and trigger follow-ups. Easily manage client acquisition.

User permissions and viewing rights by franchise

HQ sees everything. Each franchise only sees their own data. Set permissions to match your business structure and provide role-based access controls.

Customizable for each location’s needs

Each location can set things up the way that works best for them, with custom fields and workflows. All while keeping key processes consistent and under your control.

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The #1 CRM for QuickBooks

Loved by multi-entity businesses just like yours

18k+

Users trust us

2M+

Estimates created

14yrs

Helping businesses thrive

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All – in – one

The only CRM that connects multiple QuickBooks accounts in one place

From capturing leads to managing work orders and processing payments, Method keeps your entire business in sync. No more juggling separate QuickBooks files.

Contact & lead management

Capture leads, manage customer details, and track engagement across entities.

Estimates & quotes

Create estimates, convert proposals to invoices, and maintain consistent pricing.

Work order management

Assign and track jobs across entities with project tracking and personalized dashboards.

Scheduling & resource allocation

Manage schedules for each location with tools for accurate resource management.

Multi-entity mobile access

Access job details and updates instantly. Supports real-time data entry.

Invoicing & payments

Generate invoices, manage outstanding invoices, and improve cash flow management.

Ready to simplify your workflows? Let’s talk.

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“We’re going from 50 to 150 locations in the next few years. If we don’t have standardized processes and reporting in place now, that growth is going to be painful.

Method gives us the foundation to scale.”

Mobility City Franchises

Craig Kreakie

FULLY CUSTOMIZABLE

Let us create a custom multi-entity solution, just for you

Method CRM connects multiple QuickBooks entities in one CRM with a custom build, tailored to your business.

Our team will work with you to understand your setup and scope the right solution. Method is one of the only CRMs built to handle this, so reach out to learn more.

And don’t worry, Method can connect to your favorite apps too:

+ more

Talk to a Method expert

Chat with our team to walk through your business setup, goals, and discover what’s possible with Method CRM.

Scope the project

We’ll define the technical requirements, timeline, and provide a custom quote based on your needs.

Let us get you set up

Our experts will handle the implementation so you’re up and running with a system built for your business.

And don’t worry, Method can connect to your favorite apps too:

+ more

Get Started

See what Method can do for your business

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Additional resources

Trends and resources for multi-entity companies

QuickBooks Intercompany Transactions - Header Image - Method Blog

QuickBooks intercompany transactions: How to manage multiple entities efficiently

Learn what QuickBooks intercompany transactions are, why they matter, how to manage them, and how Method helps streamline workflows across all your entities.

Read more
Happy young businessman using laptop and having coffee at office. Male executive working on laptop during coffee break.

Can QuickBooks handle multiple companies?

This software simplifies operations and manages finances, but can QuickBooks handle multiple companies? Click here to find out!

Read more
A purple illustration of two hands high-fiving.

How your business can streamline sales process steps from beginning to end

This guide will take you through practical ways to simplify and improve your sales process from beginning to end.

Read more

Multi-entity FAQs

Multi-entity Accounting Software allows businesses to manage multiple companies or entities under one system. It provides consolidated financial reports, eliminates duplicate data entry, and supports better financial performance tracking.

Yes, QuickBooks Online Advanced and QuickBooks Desktop Enterprise can manage multiple companies. However, using a dedicated Multi-entity CRM offers better control over consolidated reports and financial management.

QuickBooks Online Advanced and QuickBooks Desktop Enterprise are best suited for handling multiple entities. They offer features like multi-company reporting, financial tracking, and integration with Method’s Multi-entity Software.

Yes, you can generate consolidated reports across entities using Multi-entity Accounting Software. This allows better financial performance monitoring and real-time business intelligence.

Yes, Method supports role-based access controls to limit access to specific entities. This ensures data privacy and enhances financial control.

Yes, but using dedicated Multi-entity Accounting Software integrated with QuickBooks provides better financial reporting, project tracking, and real-time insights.