{"id":13650,"date":"2020-12-15T14:44:26","date_gmt":"2020-12-15T19:44:26","guid":{"rendered":"https:\/\/www.method.me\/?page_id=13650"},"modified":"2026-02-24T17:43:55","modified_gmt":"2026-02-24T22:43:55","slug":"desktop","status":"publish","type":"page","link":"https:\/\/www.method.me\/crm-quickbooks\/desktop\/","title":{"rendered":"The #1 CRM for QuickBooks Desktop users"},"content":{"rendered":"\n<div class=\"wp-block-group alignfull m-section is-layout-constrained wp-container-core-group-is-layout-0969ed4c wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h1 class=\"wp-block-heading\" id=\"h-the-1-crm-integration-with-quickbooks-desktop\">The #1 CRM integration with  QuickBooks Desktop <\/h1>\n\n\n\n<p class=\"m-subtext-h1 wp-block-paragraph\">Manage your leads, estimates, and customers anytime, anywhere with Method CRM&#8217;s two-way QuickBooks Desktop sync.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-button m-button-attr-large is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button cta-hero\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/\">Try Method CRM<span class=\"screen-reader-text\"> and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"m-text-small wp-block-paragraph\">Want to see it in action first? <a href=\"https:\/\/grow.method.me\/see-in-action\/\">Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2560\" height=\"1835\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/QuickBooks-CRM-Remote-Access-Graphic-scaled.jpg\" alt=\"QuickBooks CRM Remote Access\" class=\"wp-image-40221 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/QuickBooks-CRM-Remote-Access-Graphic-scaled.jpg 2560w, https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/QuickBooks-CRM-Remote-Access-Graphic-768x551.jpg 768w, https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/QuickBooks-CRM-Remote-Access-Graphic-1536x1101.jpg 1536w, https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/QuickBooks-CRM-Remote-Access-Graphic-2048x1468.jpg 2048w\" data-sizes=\"(max-width: 2560px) 100vw, 2560px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 2560px; --smush-placeholder-aspect-ratio: 2560\/1835;\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"inherit-container-width wp-block-group m-card-shadow m-card-plain m-bottom-overlap is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/11\/five-stars-review-method-1.svg\" alt=\"5 star review\" class=\"wp-image-15531 lazyload\" style=\"width:185px;height:28px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-rated-the-1-crm-by-quickbooks-proadvisors\">Rated the #1 CRM by QuickBooks ProAdvisors<\/h2>\n\n\n\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Over 1,300 five-star reviews on\u00a0<a href=\"https:\/\/quickbooks.intuit.com\/app\/apps\/appdetails\/method_crm\/en-us\/?queryID=f86af08ee0d7a31ce213ea0ee9aff325\" target=\"_blank\" rel=\"noreferrer noopener\">apps.com<\/a><\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-top-overlap is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-grow-your-business-faster-with-a-crm-for-quickbooks-desktop\">Grow your business faster with a CRM for QuickBooks Desktop<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Achieve more with an integrated&nbsp;<a href=\"https:\/\/grow.method.me\/request-ebook\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM for QuickBooks Desktop<\/a>.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1213\" height=\"862\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/01\/2025-quickbooks-method-data-sync.png\" alt=\"Customer view indicating how Method syncs contact data with QuickBooks.\" class=\"wp-image-32519 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/01\/2025-quickbooks-method-data-sync.png 1213w, https:\/\/www.method.me\/wp-content\/uploads\/2025\/01\/2025-quickbooks-method-data-sync-768x546.png 768w\" data-sizes=\"(max-width: 1213px) 100vw, 1213px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1213px; --smush-placeholder-aspect-ratio: 1213\/862;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 id=\"eliminate-double-data-entry-once-and-for-all\" class=\"wp-block-heading\">Eliminate double data entry once and for all<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/blog\/outgrown-quickbooks-need-crm\/\">Save time and avoid errors<\/a>&nbsp;as information automatically updates between your QuickBooks Desktop account and <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM.<\/p>\n\n\n\n<h3 id=\"maximize-productivity-across-your-business\" class=\"wp-block-heading\">Maximize productivity across your business<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Keep the ball rolling on everything from sales order processing to customer service requests with real-time mobile access to&nbsp;<a href=\"https:\/\/www.method.me\/blog\/do-more-with-your-quickbooks-data\/\">QuickBooks Desktop data<\/a>.<\/p>\n\n\n\n<h3 id=\"perfect-your-customer-experience\" class=\"wp-block-heading\">Perfect your customer experience<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Drive more repeat business by providing service that\u2019s tailored to your customers\u2019 preferences and buying habits with a&nbsp;<a href=\"https:\/\/www.method.me\/blog\/customer-retention-rate\/\">CRM for QuickBooks Desktop<\/a>.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-real-time-two-way-data-sync\">Real-time, two-way data sync <\/h2>\n\n\n\n<p class=\"has-text-align-left wp-block-paragraph\">Method connects your customer relationship management with QuickBooks Desktop using a patented, real-time sync. That means your team has up-to-date customer, invoice, and payment data anytime, anywhere.<\/p>\n\n\n\n<div class=\"wp-block-media-text has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 39%\"><div class=\"wp-block-media-text__content\">\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Bi-directional sync:<\/strong> Update records in your CRM or in QuickBooks, and both stay in sync.<\/li>\n\n\n\n<li class=\"\"><strong>Single source of truth: <\/strong>One customer record shared across teams.<\/li>\n\n\n\n<li class=\"\"><strong>Total visibility: <\/strong>Track your sales orders, invoices, and payments without having to switch tools.&nbsp;<\/li>\n\n\n\n<li class=\"\"><strong>Workflow automation: <\/strong>Optimize follow-ups and approvals by triggering tasks based on synced QuickBooks activities.<\/li>\n\n\n\n<li class=\"\"><strong>Built for small and medium-sized businesses: <\/strong>Support your team with tools that grow with your business.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/signup.method.me\/methodcrm\/\">Try Method for free<\/a><\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"564\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/08\/EstimateConvertSync-1024x564.png\" alt=\"Estimate in Method, with a QuickBooks and Method sync iconography\" class=\"wp-image-15005 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/08\/EstimateConvertSync-1024x564.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/08\/EstimateConvertSync-300x165.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/08\/EstimateConvertSync-768x423.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/08\/EstimateConvertSync.png 1468w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/564;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-top-overlap is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"stop-switching-between-systems\" class=\"wp-block-heading has-text-align-center\">Stop switching between systems<\/h2>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">The right CRM software removes the daily frustration caused by disconnected systems. With Method CRM, data stays clear and accurate, so your team works faster and can focus on what matters to your business.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"mg-padding-t-xl mg-padding-b-xl mg-content-width-product-expression is-style-default wp-block-mgblocks-wrapper\" >\n\n\t<div class=\"inner-wrapper\">\n\n\t\t\n\n<figure class=\"wp-block-table is-style-regular\"><table class=\"has-fixed-layout\"><thead><tr><th><strong>Pain points<\/strong><\/th><th class=\"has-text-align-center\" data-align=\"center\"><strong>Outcome with Method<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Manual data entry between CRM and accounting software<\/td><td class=\"has-text-align-center\" data-align=\"center\">Your CRM data and QuickBooks Desktop update automatically, cutting errors and saving time.<\/td><\/tr><tr><td>Sales team working without visibility into financial data<\/td><td class=\"has-text-align-center\" data-align=\"center\">Customer interactions link directly to accounting data, so your team knows where every deal stands.<\/td><\/tr><tr><td>Duplicate or inconsistent customer records<\/td><td class=\"has-text-align-center\" data-align=\"center\">One clear record per customer keeps your team aligned and eliminates confusion.<\/td><\/tr><tr><td>Sales pipeline and invoicing aren\u2019t connected<\/td><td class=\"has-text-align-center\" data-align=\"center\">Financial management stays in sync as orders flow straight into invoices.<\/td><\/tr><tr><td>Limited QuickBooks Desktop functionality for growing teams<\/td><td class=\"has-text-align-center\" data-align=\"center\">Access all your critical sales and accounting info from one platform.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-automate-your-sales-process-from-lead-to-payment\">Automate your sales process from lead to payment<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">With Method CRM, you can automate real-world workflows that fit your team\u2019s daily routine. Expect CRM integration that adapts to your business needs, keeping every deal on track from first lead to final payment.<\/p>\n\n\n\n<div class=\"wp-block-media-text has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 39%\"><div class=\"wp-block-media-text__content\">\n<ul class=\"wp-block-list\">\n<li class=\"\"><\/li>\n<\/ul>\n\n\n\n<h3 id=\"sales-pipeline-automation\" class=\"wp-block-heading\">Sales pipeline automation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Customize your sales pipeline to match how your team works. Trigger customizable follow-ups and assign tasks to your sales team so nothing falls through the cracks.<\/p>\n\n\n\n<h3 id=\"quotetocash-workflow\" class=\"wp-block-heading\">Quote-to-cash workflow<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Turn estimates into sales orders with a click, sync invoices to QuickBooks, and track payments in real time. View the status of every deal from start to finish.<\/p>\n\n\n\n<h3 id=\"workflow-automation\" class=\"wp-block-heading\">Workflow automation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Set up approval workflows, recurring billing triggers, and automated reminders to keep your team on track.<br><br><a href=\"https:\/\/grow.method.me\/see-in-action\/\">See Method in action<\/a><\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"720\" height=\"512\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2024\/11\/method-sales-automation-features.png\" alt=\"Wireframe highlighting Method's sales automation features.\" class=\"wp-image-31970 size-full lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 720px; --smush-placeholder-aspect-ratio: 720\/512;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-top-overlap is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-the-most-customizable-crm-for-quickbooks-desktop\">The most customizable CRM for QuickBooks Desktop<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Method delivers a CRM that adapts to your business, not a one-size-fits-all system. Adjust records, dashboards, and workflows to match your team and keep QuickBooks Desktop in sync.<\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"850\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3-1024x850.png\" alt=\"Chat screen with customization icons and profile icons\" class=\"wp-image-16506 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3-1024x850.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3-300x249.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3-768x638.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3.png 1202w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/850;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-custom-fields-and-flexible-customer-records\">Custom fields and flexible customer records<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Add invoice fields, update customer information, and create templates tailored to your needs. Everything adapts to your rules, with data that flows the way your team works.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-role-based-dashboards-for-sales-and-support-teams\">Role-based dashboards for sales and support teams<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Give your sales team and customer support team dashboards that show only what matters. No clutter, just the information each role needs to act fast.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-industry-specific-workflows\">Industry-specific workflows<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Support every workflow, whether for service, manufacturing, or approvals, without changing how you operate.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-built-for-growing-small-and-medium-sized-businesses\">Built for growing small and medium-sized businesses<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Scale without switching accounting software. With customizable functionality, Method grows with your business while keeping sales and accounting connected.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"put-quickbooks-desktop-data-at-your-fingertips-with-method-crm\" class=\"wp-block-heading has-text-align-center\">Put QuickBooks Desktop data at your fingertips with Method CRM<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Working from home is simple with remote access to your QuickBooks account.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 30%\"><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-get-a-360-degree-view-of-every-customer-while-on-the-go\">Get a 360-degree view of every customer while on the go<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Easily access&nbsp;<a href=\"https:\/\/www.method.me\/blog\/accounting-data\/\">accounting and customer data<\/a>&nbsp;through Method CRM from anywhere you have an internet connection.<\/p>\n\n\n\n<h3 id=\"empower-your-team-with-the-information-they-need-to-succeed\" class=\"wp-block-heading\">Empower your team with the information they need to succeed<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Share only the QuickBooks data your employees need with Method CRM\u2019s flexible user permissions.<\/p>\n\n\n\n<h3 id=\"keep-your-quickbooks-data-safe-and-secure-in-the-cloud\" class=\"wp-block-heading\">Keep your QuickBooks data safe and secure in the cloud<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your confidential information is kept under lock and key with <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM\u2019s patented&nbsp;<a href=\"https:\/\/www.method.me\/blog\/create-an-integrated-app-ecosystem-with-method\/\">QuickBooks integration<\/a>.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"542\" height=\"1024\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/2022-Method-Mobile-Customer-542x1024.png\" alt=\"Mobile view of a contact screen in Method\" class=\"wp-image-16731 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/2022-Method-Mobile-Customer-542x1024.png 542w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/2022-Method-Mobile-Customer-159x300.png 159w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/2022-Method-Mobile-Customer-768x1450.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/2022-Method-Mobile-Customer-813x1536.png 813w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/2022-Method-Mobile-Customer.png 878w\" data-sizes=\"(max-width: 542px) 100vw, 542px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 542px; --smush-placeholder-aspect-ratio: 542\/1024;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-top-overlap is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-expert-support-from-day-one\">Expert support from day one<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Method is a CRM for QuickBooks Desktop users, backed by real people. From setup to ongoing use, you get support from specialists who know how your accounting and operations connect.<\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"764\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/08\/amazing-customer-support-method-2-1024x764.png\" alt=\"\" class=\"wp-image-10084 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/08\/amazing-customer-support-method-2-1024x764.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/08\/amazing-customer-support-method-2-300x224.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/08\/amazing-customer-support-method-2-768x573.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/08\/amazing-customer-support-method-2.png 1148w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/764;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h3 class=\"wp-block-heading\" id=\"h-guided-onboarding\">Guided onboarding<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Account setup, data migration support, and workflow configuration come together to help the team hit the ground running.<\/p>\n\n\n\n<h3 id=\"real-subjectmatter-experts\" class=\"wp-block-heading\">Real subject-matter experts<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You get a support team that knows QuickBooks Desktop and CRM integration inside and out, so your questions are answered by people who get it.<\/p>\n\n\n\n<h3 id=\"built-for-quickbooks-users\" class=\"wp-block-heading\">Built for QuickBooks users<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Method is designed around how Intuit systems operate. Method\u2019s QuickBooks CRM integration provides tools that work naturally with accounting workflows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/contact-us\/\">Talk to an expert<\/a><\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-learn-more-about-the-benefits-of-a-crm-integration-with-quickbooks-desktop\">Learn more about the benefits of a CRM integration with QuickBooks Desktop<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column m-card-shadow m-card-photo is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large m-card-cover\"><img decoding=\"async\" width=\"1024\" height=\"535\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/01\/extend-the-power-1024x535.jpg\" alt=\"Two people at a computer looking at a QuickBooks Desktop screen\" class=\"wp-image-20650 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/01\/extend-the-power-1024x535.jpg 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/01\/extend-the-power-300x157.jpg 300w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/01\/extend-the-power-768x401.jpg 768w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/01\/extend-the-power.jpg 1046w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/535;\" \/><\/figure>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull padding26 is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h5 id=\"extend-the-power-of-quickbooks-desktop-with-method-crm\" class=\"wp-block-heading\"><a href=\"https:\/\/grow.method.me\/request-ebook\/\" target=\"_blank\" rel=\"noreferrer noopener\">Extend the power of QuickBooks Desktop with Method CRM<\/a><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Learn how a CRM made for QuickBooks Desktop users lets you do more with the accounting software you love.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-ghost\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/request-ebook\/\">Read more<span class=\"screen-reader-text\"> about Method&#8217;s CRM made for QuickBooks Desktop <\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-photo is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large m-card-cover\"><img decoding=\"async\" width=\"1024\" height=\"726\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/10\/blog-method-contacts-1-1024x726.jpg\" alt=\"Computer laptop showing a list of contacts in Method CRM.\" class=\"wp-image-5373 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/10\/blog-method-contacts-1-1024x726.jpg 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/10\/blog-method-contacts-1-300x213.jpg 300w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/10\/blog-method-contacts-1-768x545.jpg 768w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/10\/blog-method-contacts-1-400x284.jpg 400w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/10\/blog-method-contacts-1-1080x766.jpg 1080w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/10\/blog-method-contacts-1.jpg 1255w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/726;\" \/><\/figure>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull padding26 is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h5 id=\"7-reasons-to-use-a-quickbooks-crm-for-better-customer-management\" class=\"wp-block-heading\"><a href=\"https:\/\/www.method.me\/blog\/better-customer-management-with-quickbooks-crm\/\">7 reasons to use a QuickBooks CRM for better customer management<\/a><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Discover how a CRM that integrates with QuickBooks Desktop helps you build strong customer relationships and drive a better bottom line.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-ghost\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/blog\/better-customer-management-with-quickbooks-crm\/\">Read more<span class=\"screen-reader-text\"> on how an integrated QuickBooks CRM builds strong customer relationships.<\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-photo is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full m-card-cover\"><img decoding=\"async\" width=\"473\" height=\"335\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/01\/arisa-chattasa-small.jpg\" alt=\"A pair of red and white boxing gloves lying on a wooden floor.\" class=\"wp-image-20655 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/01\/arisa-chattasa-small.jpg 473w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/01\/arisa-chattasa-small-300x212.jpg 300w\" data-sizes=\"(max-width: 473px) 100vw, 473px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 473px; --smush-placeholder-aspect-ratio: 473\/335;\" \/><\/figure>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull padding26 is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h5 id=\"3-ways-you-win-with-mobile-quickbooks-access\" class=\"wp-block-heading\"><a href=\"https:\/\/www.method.me\/blog\/small-businesses-are-kicking-butt-with-mobile-access-to-quickbooks-desktop\/\">3 ways you win with mobile QuickBooks access<\/a><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Find out how remote access to QuickBooks Desktop can increase your sales, efficiency, and customer satisfaction.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-ghost\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/blog\/small-businesses-are-kicking-butt-with-mobile-access-to-quickbooks-desktop\/\">Read more<span class=\"screen-reader-text\"> about accessing QuickBooks desktop remotely.<\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-quickbooks-desktop-crm-faqs\">QuickBooks Desktop CRM FAQs<\/h2>\n\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Does QuickBooks offer a CRM?<\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">QuickBooks does not offer a dedicated CRM system.&nbsp;<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>What is QuickBooks, and why do you need a CRM that integrates with QuickBooks? <\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">QuickBooks is an accounting software that manages your sales, expenses, and daily transactions. Integrating it with a CRM boosts efficiency by merging your QuickBooks data with customer insights.<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>What CRMs does QuickBooks integrate with? <\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">QuickBooks integrates with several CRMs, including Salesforce, HubSpot, and Method \u2014 the #1 CRM integration with QuickBooks Desktop.<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>What is the best CRM for QuickBooks Desktop?<\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">The best CRM for QuickBooks Desktop offers a real-time, two-way sync, reduces duplicate data entry, and connects sales with accounting. Method CRM does exactly that, with shared customer records and synced invoices, payments, and sales activity in one system.<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Is the integration real-time?<\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">Yes. Method CRM syncs with QuickBooks Desktop in real time. Updates made in either system are automatically reflected in the other, keeping customer and financial data up to date.<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Can I sync sales orders?<\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">Yes. Method CRM syncs sales orders directly with QuickBooks Desktop. Create or update a sales order in either system, and both stay aligned.<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Does it work with QuickBooks Enterprise?<\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">Yes. QuickBooks Enterprise is a version of QuickBooks Desktop, and Method CRM connects using the same two-way sync. Customer records, invoices, payments, estimates, and sales orders sync between both systems, keeping your accounting and CRM aligned.<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>What\u2019s the difference between QuickBooks Desktop and QuickBooks Online integration?<\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">QuickBooks Desktop integrations connect directly to locally hosted accounting files, while QuickBooks Online integrations use cloud APIs. Method supports both, providing real-time, two-way sync for QuickBooks Desktop and instant cloud sync for QuickBooks Online, keeping customer and financial records fully aligned.<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Is it better than using Zapier? <\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">Purpose-built integrations like Method CRM provide deeper, two-way syncing. Many connector tools rely on limited triggers or one-directional sync.<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>How secure is financial data syncing?<\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">When it comes to <a href=\"https:\/\/www.method.me\/blog\/crm-security\/\">CRM security, <\/a>Method uses encrypted connections to sync data between QuickBooks Desktop and the CRM. Access is controlled through role based permissions, so users only see the financial information relevant to their job.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Because data syncs automatically between systems, manual handling is reduced, lowering the risk of entry errors or unauthorized access.<\/p>\n\n<\/div><\/details><\/div>\n\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Can my sales team access accounting data?<\/h3><\/summary><div class=\"lightweight-accordion-body\">\n\n<p class=\"wp-block-paragraph\">Yes. Method CRM gives sales teams access to relevant accounting data, including invoices, payments, and balances. Teams get the help they need to track deal progress, follow up faster, and respond to customers with accurate financial context.<\/p>\n\n<\/div><\/details><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-simplify-your-business-with-method\">Simplify your business with Method<\/h2>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Start your free trial \u2014 no credit card, no contract.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-white\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n\n\n\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/demo\/?SOURCE=QBCRMpage\">Book a demo<\/a><\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The #1 CRM integration with QuickBooks Desktop Manage your leads, estimates, and customers anytime, anywhere with Method CRM&#8217;s two-way QuickBooks Desktop sync. Grow your business faster with a CRM for QuickBooks Desktop Achieve more with an integrated&nbsp;CRM for QuickBooks Desktop. Eliminate double data entry once and for all Save time and avoid errors&nbsp;as information automatically [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":10729,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"wf_page_folders":[1978],"class_list":["post-13650","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Best CRM Integration with QuickBooks Desktop &#8212; Method<\/title>\n<meta name=\"description\" content=\"Need CRM integration with QuickBooks Desktop? Method CRM offers real-time, two-way sync to eliminate double data entry.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/crm-quickbooks\/desktop\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The #1 CRM for QuickBooks Desktop users\" \/>\n<meta property=\"og:description\" content=\"Need CRM integration with QuickBooks Desktop? 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