QuickBooks CRM:
Sync without a hitch

Get the #1 QuickBooks CRM with Method’s powerful workflow automation and seamless integration.

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What makes our QuickBooks CRM unique?

When it comes to CRM and QuickBooks integration, we did it first — and we still do it better than other CRMs.

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Industry-leading CRM

Method:CRM is the #1 CRM that integrates with QuickBooks, with over 1,400 five-star reviews on Intuit’s apps.com from QuickBooks users and ProAdvisors.

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real-time sync

Our patented integration instantly syncs customers, invoices, payments, and more between Method:CRM and QuickBooks.

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Works with all
versions of QuickBooks

Yes, even desktop versions! Method:CRM empowers you to run your business from anywhere, on any device.

Proven business benefits

Here’s why our customers are big fans of Method.

“With Method:CRM, my sales process is hyper-efficient. My customers have all the info they need to make a decision quickly, to the point that I now close 95% of my sales.”

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John Mora

GTM Landscaping

“I am very impressed and pleased with Method. Since Method synchronizes with QuickBooks, all of my contacts and transaction data are accessible, which gives me the power to custom-build anything I need.”

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Dylan Hanna

Gravity Software

“We use QuickBooks Enterprise and had a terrible time finding a sync that would be instantaneous. Method has streamlined just about every process in our business, from writing orders to sending POs and many other functions.”

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Nick Robinson


How will a CRM that integrates with QuickBooks help my business grow?

Method’s easy integration with QuickBooks simplifies your operations and helps you grow sales.

Easily manage your leads

QuickBooks isn’t designed to manage potential sales, but Method:CRM is. Track every opportunity, create estimates, and convert leads to QuickBooks customers in one click.

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Graphic showing two-way sync between Method:CRM customer management software and QuickBooks

Know every customer

Method’s two-way, real-time sync of customer information lets your small business develop stronger customer relationships.

With purchases, preferences, and interactions all in one place, you have the context you need to provide amazing customer service.

Offer online portals

Utilize Method to grow your business by upping your customer service and automation game.

Give your customers 24/7 access to update information, view estimates, and pay invoices. Better yet, all details and payments sync instantly to QuickBooks.

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An invoice from your company

Streamline workflows

Create estimates, sales orders, invoices, templates, and more without logging into QuickBooks.

You can personalize Method to simplify other tasks such as e-signature capture, approvals, or sales commission tracking.

Not a QuickBooks user?

When you use Method:CRM to help you manage your sales, you can start tracking communication histories and effectively nurturing clients.

Method is designed to integrate with all versions of QuickBooks, which means it needs QuickBooks (or Xero) for you to fully leverage the software. If you’re not yet a QuickBooks customer, get started here.

QuickBooks CRM FAQs

Is QuickBooks a CRM?

The answer to “is QuickBooks a CRM?” is no. While it is often used in conjunction with third-party CRM solutions like Method, QuickBooks does not have built-in CRM functionalities. As a result, it falls short in managing customer relationships and interactions. At its core, QuickBooks focuses on accounting and financial tasks and is therefore not a CRM.

As QuickBooks doesn’t specialize in managing leads and sales pipelines, it might require an additional tool for CRM capabilities. The good news is that QuickBooks can be integrated with various CRM platforms to add additional functionality like customer interaction tracking.

A CRM platform like Method gives you:

  • Centralized data.
  • Financial analysis tools.
  • Sales empowerment.

However, Method differs from traditional CRM software in its core functionalities. When you compare Method to other CRM solutions, you can differentiate it by its:

  • Real-time, automated synchronization with QuickBooks.
  • Tools to generate and organize advanced reports.
  • No-code workflow customization.
  • Scalability with your business.

So, while the answer to “Is QuickBooks a CRM?” is no, that doesn’t mean you can’t create a centralized business platform that integrates with QuickBooks to keep all your information in one place.

Is QuickBooks an ERP?

QuickBooks is not an ERP. However, when you pair it with Method, a flexible CRM platform, it becomes a strong ERP alternative. 

This combination enhances QuickBooks with workflows for 

  • CRM operations.
  • Financial management and budgeting.
  • Project management.
  • Custom workflows. 

Overall, it lets you run your business smoother, without the big ERP price tag.

Does QuickBooks have a CRM system?

You can try to operate QuickBooks as a CRM solution, but the answer to “Does QuickBooks have a CRM system?” is no. QuickBooks lacks the ability to track customer interactions like a CRM.

CRM and accounting for small business owners are two separate tools that should be connected (but not merged) to avoid confusion and costly errors.

QuickBooks is primarily designed for bookkeeping and serves as a financial management tool. It provides insights into financial data, not customer relationships.

A customer relationship management system that integrates with QuickBooks is the ideal choice if your business uses QuickBooks daily. This is because QuickBooks CRM software leverages your accounting data without compromising it.

For example, the best CRM for small manufacturing business owners integrates your manufacturing information with QuickBooks and accounting data to save you hard costs and real time.

If you’re looking for an all-in-one CRM for small business owners, Method:CRM for Intuit QuickBooks is the way to go. Method’s the best CRM for small business owners because of its patented two-way sync with QuickBooks, meaning your information stays up to date at all times.

What are the benefits of using QuickBooks CRM?

By using a CRM with QuickBooks, companies get a single source of truth for every aspect of their business while also:

  • Eliminating the need for double data entry.
  • Tracking customer interactions and transactions.
  • Automating chat responses and emails.
  • Saving time and effort dedicated to admin tasks.
  • Facilitating collaboration between office and field teams.
  • Informing business decisions through advanced reporting and forecasting.

The best CRM for QuickBooks offers a thorough understanding of your operations to give you control over your business. The best part? You can focus on more important things like growth.

How does QuickBooks CRM help businesses manage customer relationships?

A CRM that integrates with QuickBooks uses accounting software integrations to store and centralize your customer data. This increases visibility into customer records for everyone in the many teams across your company.

With a CRM QuickBooks users can integrate with, sales teams are empowered with the information needed to close deals such as an overview of the pipeline, activities, and customer accounts. On the other end, a customer support team can access communication history with and associate more effectively with clients to improve the quality and experience of the services you’re providing.

What are the costs of using QuickBooks CRM?

Unlike Microsoft, which uses one-time-purchase licenses, most CRMs bill users on a monthly or annual subscription basis. This is true for a QuickBooks CRM too. Take Method, the best CRM for QuickBooks users, for example. Method:CRM starts at $25 monthly per user. 

Depending on where you are in the world, you may have to factor in currency exchange fees to determine the pricing of your QuickBooks CRM.

Options such as Copper, Freshsales, and Zoho CRM offer various plans at similar price points but none have as deep of an integration with QuickBooks as Method:CRM.

Your best bet is to start a free trial (most don’t require a credit card) to get a feel for the software before incurring any costs.

How easy is QuickBooks CRM to use?

The level of difficulty varies greatly from one CRM platform to another. When it comes to a CRM for QuickBooks, most are easy to use. The best CRM for QuickBooks depends on the strength of the integration between your various operational tools. Your best bet is Method:CRM for a powerful, yet user-friendly QuickBooks CRM.

Another example is Salesforce. While popular for its enterprise and project management features, customization is nearly impossible without an expert to implement the solution. The QuickBooks Salesforce integration is also limited.

Another example is HubSpot, which despite having a user-friendly interface, can quickly rack up expenses if you need a feature that’s not included in their cheaper plans. HubSpot’s integration with QuickBooks is also underwhelming.

For these reasons, it’s important to look for CRMs that are tightly coupled with QuickBooks.

Is QuickBooks CRM right for my business?

A CRM that integrates with QuickBooks is ideal for small businesses that use the accounting software and want a reliable way to keep track of customer relationships.

If you’re starting out with a modest amount of vendors and customers to juggle, options like Method:CRM, Nutshell, or Insightly save time and money while increasing your efficiency.

What CRM works with Quickbooks?

Several CRMs work with QuickBooks, but Method is specifically designed with QuickBooks users in mind. It’s a comprehensive solution that syncs in real time and empowers you with tools that go beyond your accounting software.

What makes Method:CRM the best choice for QuickBooks users?

Method:CRM is the best choice for QuickBooks users because of its seamless, real-time sync that eliminates data entry and reduces errors. Method expands the limits of QuickBooks while providing robust automation tools tailored to your business.

I have unique needs – how flexible is Method:CRM? What kind of customization options are available?

Method is highly flexible and customizable to give you a system that adapts to your workflows. It offers no-code customization tools that let you create custom workflows, fields, and screens without any technical expertise. 

You can personalize your account yourself using these drag-and-drop tools, or collaborate with a team of Business Solution Specialists on a pay-per-use basis.

Are there additional fees for Method’s QuickBooks sync?

No, there are no additional fees for Method’s QuickBooks sync. The QuickBooks integration and customization engine are at the core of Method’s functionality and are included in your standard monthly subscription. You can also mix subscription levels so that you only pay for the functions you need.

Streamline your business with Method

Start your free trial — no credit card, no contract.