The Items App gives Method:CRM users the ability to create items that are synced to QuickBooks. You can also edit existing items, changing prices, units of measurement, and applicable accounts, all without leaving the Method:CRM environment. These items can be assigned to transactions in Method:CRM, and will be saved in QuickBooks along with the transaction when you sync.

App perks

  • Create custom items to suit your business needs

  • Effortlessly update items with new pricing from within Method:CRM

  • Sync to QuickBooks items list

To learn more about items:

To learn more about Item types:

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