Tour: QuickBooks sync

Painless setup

Single-click QuickBooks integration. For QuickBooks Desktop, simply install the Method Integration Engine, enter your account information, click Connect and the entire sync with QuickBooks is done for you. QuickBooks Online is even easier, with nothing to install, the sync has usually completed by the time you finish signing up for your trial.

Real-time syncing

As you add customers, modify invoices, or delete time tracking entries, Method PUSHâ„¢ technology instantly updates QuickBooks. Your web browser doesn't even need to be on the same computer as QuickBooks. In fact, you could have Method running on a laptop in California, a desktop in Sydney, Australia, and on an iPhone in London, England - yet they would all instantly update a single computer hosting QuickBooks in your office!

Syncs lists, like customers

All your customers, vendors, employees, items, and other QuickBooks lists are accessible in Method. You are able to view, add and edit virtually all lists, using standard or custom Method screens.

Sync transactions, like invoices

View, add and edit virtually every QuickBooks transaction, including estimates and invoices. Every screen can be customized, or built from scratch for your custom process. For a list of supported transactions see What's supported?.


...and more

  • Do I need more than one QuickBooks license? No. You only need QuickBooks installed on a minimum of one computer, yet everyone at your company can use Method!

What's supported?

  • QuickBooks Desktop USA supports Pro, Premier, Enterprise 2004 and higher.
  • QuickBooks Desktop UK, Canada Pro, Premier, Enterprise 2008 and higher.
  • QuickBooks Desktop Australia Pro, Premier 2008/2009 and higher.
  • All editions of QuickBooks Online USA are supported. International versions of QuickBooks Online not yet supported.
  • Transactions for QuickBooks Desktop: include estimates, invoices, credit memos, payments, statement charges, sales orders, sales receipts, time tracking, bills, bill payments, vendor credits, purchase orders, checks, item receipts, inventory adjustments, vehicle mileage, journal entries and assemblies.
  • Transactions for QuickBooks Online: include estimates, invoices, payments, sales receipts, and time tracking.