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Method Integration

Method AM

Method is a QuickBooks-integrated, web-based platform with industry-specific applications that can be completely customized from head-to-toe. 

We start you off with a web-based version of your QuickBooks data, complete with a Customer Center, Vendor Center and Employee Center. Changes made in either QuickBooks or Method are synchronized in real time. 

Customize each screen any way you want. Create your own screens, tables, fields, actions and customer portals, using a simple drag and drop interface. No coding!! It's the last system your company will need to invest in since Method can be customized to meet your company's specific needs now and far into the future

Why is Method far better than any other solution?

Traditional industry-specific solutions are structured for your industry as a whole, but do not embrace the points of difference that make your company unique. But with Method, you can break free from what your peers are doing, and run your system, your way.

Hiring a programmer to build a custom program can eventually solve 100% of your needs, but be prepared for a long, expensive, bumpy ride. With Method, however, your project time and cost is a fraction of that with a custom developer, yet you end up a better net result. 

Web-based, do-it-yourself and CRM applications are becoming more and more popular. They give you customization ability, but QuickBooks integration is non-existent. With Method, QuickBooks integration was built in at the ground floor, enabling you to build business apps that just aren't possible on the other platforms. 

Real-time QuickBooks Sync using Method Push™ 
Method uses its patent-pending sync technology to mirror your QuickBooks data onto the web. Virtually everythingsyncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much more. Learn more...
Complete Drag & Drop Customization 
Modify screens to match your data entry requirements. Every screen and process in Method is designed using the same drag and drop tools that are available to you as a user. Learn more...
 
Overcome QuickBooks Access Limitations 
Staff and partners can view and enter QuickBooks data even if they don't have QuickBooks installed. Share account information with customers and accept payments using a Customer Portal. Access the data from multiple company files without having to close and reopen QuickBooks. Learn more...
Want CRM? Upgrade to Method CRM! 
Method CRM edition has all the features of Method Remote Entry edition plus the ability to manage sales leads, campaigns, customer contacts and QuickBooks transactions all in one place. Learn more...
 
Access Anywhere, Anytime 
Access QuickBooks data from a web browser, 24 hours a day, 7 days a week. You only need QuickBooks installed on a minimum of 1 computer, yet everyone at your company can use Method! Learn more...
Want more? Consider Method Full Blown! 
Install and customize industry-specific apps, or create your own. Includes all the features of Method CRM edition plus the ability to install and customize apps from the Method Application Library

 

Real-time QuickBooks Sync using Method Push™ 
Method uses its patent-pending sync technology to mirror your QuickBooks data onto the web. Virtually everythingsyncs back and forth, including customers, vendors, employees, invoices, sales orders, time tracking, purchase orders, and much more. Learn more...
Manage Processes Through Customization 
No two businesses are identical. Configure your system to match your business methods. Every screen and process in Method is designed using the same drag and drop tools that are available to you as a user. Learn more...
 
Use CRM for Customer Management 
Track phone calls, emails and appointments for contacts and leads. Sync with QuickBooks customers and vendors, Outlook emails and appointments, and share your data using web forms and portals on your website. Learn more...
Add Industry Apps That Talk to Each Other! 
Method Full Blown edition allows you to import Method-branded apps, such as Method Field Services and Method Warehouse, free of additional charge. All apps share common QuickBooks and CRM data, and are fully customizable! Learn more...
 
Manage your Sales Force, Partners and Office
Manage and share tasks, documents and processes with staff and partners. Create and share marketing campaigns and sales opportunities. Close deals and convert them into QuickBooks invoices. Use dashboards to determine who your best customers are, best staff are, and who is falling between the cracks. Learn more...
Access Anywhere, Anytime 
Access QuickBooks, CRM and industry-specific data from a web browser, 24 hours a day, 7 days a week. You only need QuickBooks installed on a minimum of 1 computer, yet everyone at your company can use Method!

 

 


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