Design workflows that fit you and your clients—without leaving QuickBooks
QuickBooks is the financial backbone for your clients’ businesses. But managing leads, tracking customer communications, sending estimates, and coordinating service workflows often happens somewhere else.
Spreadsheets. Inbox threads. Disconnected apps.
That fragmentation creates inefficiencies—and more cleanup work for your firm.
Meet Method: The #1 CRM for QuickBooks
Method CRM is the #1 CRM built specifically for QuickBooks, designed to extend its value beyond accounting into sales, service, and customer management.
With Method’s real-time, two-way sync, when you update anything in QuickBooks, Method updates instantly—and vice versa. No manual data entry. No jumping between systems. No mismatched records. Everything stays aligned automatically.
See how it works in practice. Join us on Thursday, March 12, for:
How to Build Custom Business Systems on a QuickBooks Foundation
Design workflows that fit you and your clients—without leaving QuickBooks.
Thursday, March 12, 2026 | 11:00am PT / 2:00pm ET
👉 Register now: https://intuit.me/4aDyrGi
In this hands-on session, you’ll see how Method CRM sits on top of QuickBooks, syncing data instantly while enabling fully customizable workflows for sales, operations, and customer service. Help your clients do more with QuickBooks—without leaving it.
Build workflows around how clients actually operate
QuickBooks handles the financials. Method builds the workflows around them.
With Method, you and your clients can:
- Manage leads and customers in one place, pulling in data from QuickBooks, emails, web forms, and dispatcher entries.
- Completely customize your workflows, fields, and automations so the system matches how the business actually runs.
- Create and share estimates and invoices instantly, including e-signature functionality, and have everything sync back to QuickBooks instantly.
- Offer customer portals where clients can approve estimates, view order details, and pay invoices.
- Track jobs, projects, and work orders from first contact through completion and payment.
- Integrate with your existing tools using APIs, payment gateways, and connected apps.
- Control permissions and processes so accounting, sales, and operations each see what they need.
And because everything syncs directly with QuickBooks, financial data remains clean and up to date in real time.
Expand your advisory role
When sales and service workflows connect directly to QuickBooks, firms gain greater visibility into the full client lifecycle—from lead to payment. That opens the door to higher-value conversations about:
- Cash flow timing.
- Quote-to-cash efficiency.
- Revenue tracking.
- Operational bottlenecks.
Instead of reacting to broken processes, you help design smarter ones.
And with the Method Partner Program, you can go beyond advice to implementation.
Partners get training, certification, and dedicated support so they can deliver automation projects for clients, build recurring service revenue, and earn ongoing commissions when clients adopt Method.
With more than 14 years in business, 59,000+ connected QuickBooks accounts, and millions of records synced, Method has built its reputation on one core promise: your data stays accurate and secure. For accounting professionals, that reliability matters.
Learn more about Method CRM on the Intuit App Marketplace and discover how the #1 QuickBooks CRM can help you and your clients manage the entire business in one connected system.
