Method CRM customization for companies that use QuickBooks.
I help companies that use QuickBooks decide whether Method fits, build it around the way they work, and fix projects that have stalled. My strongest niche is QuickBooks Enterprise and Premier, but I also work with QuickBooks Online.
I also help with QuickBooks and AI automation. You do not need to be a Method customer.
Leif DyrstenOwner and builder, Method Customization
Work directly with the consultant doing the workIndependent Method partnerCustomizing Method since 2015QuickBooks Enterprise nicheTwo-way API integrations
QuickBooks workflows
QuickBooks & AI automation.
You do not need to use Method to work with me. I help businesses reduce repetitive work in QuickBooks and the systems around it.
That can mean reducing repeated data entry, investigating discrepancies between reports, or turning a spreadsheet task into a simpler workflow. I use tools such as OpenAI Codex where they fit the job, with testing and your review before changes reach your books.
Seen my QuickBooks Desktop and AI videos on YouTube? Send me a description of what you want to accomplish. You do not need to know which tool you need.
These are real systems I built for companies using Method and QuickBooks. Each one began with an ordinary business problem.
Million-Part Catalog
A wholesale distributor needed to quote millions of supplier parts without filling QuickBooks Enterprise with items it might never sell. I built a searchable supplier catalog in Method, with price-book uploads and updates. The sales team adds quote-only parts to customer quotes and compares margins from quoted and completed sales by region and product line. If the customer orders a part, Method creates it in QuickBooks Enterprise automatically. The team can quote from its full catalog while keeping unused parts out of QuickBooks.
Anyone Can Quote
A service company's pricing rules mostly lived with its owner. I built those rules into a custom Method quoting screen for five service options. Now the whole sales team can prepare accurate quotes, work toward the right margin, and move each approved quote through prepayment, sales order, and invoicing workflows.
Automatic Follow-Up
A wholesale distributor grades every estimate A, B, or C based on how promising the opportunity is. I built an automatic Method follow-up system that enrolls each estimate in the right campaign, varies the messages, and times them around the products quoted and their expected lead times. The sales team gets consistent, relevant follow-up without tracking every reminder by hand.
Order to Delivery
A shed manufacturer using Method and QuickBooks needed sales, production, and delivery to see the same order status. I built a Method workflow to follow every order from the sale through production and delivery, including required parts, quantities per job, expected part arrival dates, and shared manufacturing and delivery calendars. Automatic delivery reminder emails keep customers informed. Each team can see where an order stands and what still needs to happen before delivery.
For businesses considering Method
Not using Method yet?
Method evaluation
Start with a free Method CRM trial.
Method is a customizable CRM built specifically for companies that use QuickBooks. It can connect sales, customer work, and follow-up without replacing QuickBooks as the accounting system.
Built for QuickBooksWorks with QuickBooks Enterprise, Premier, and QuickBooks Online.
Two-way syncCustomer and sales information can stay aligned between Method and
QuickBooks.
Made to be changedForms, screens, and workflows can be adjusted as your business grows.
For businesses already using Method
Method CRM consulting and custom development
I'm an independent Method CRM consultant and developer. I build custom screens, workflows, reports, and two-way API integrations for companies that use QuickBooks.
When a workflow is broken or a project has stalled, I look at how your team works, find where things are getting stuck, and help you choose what to change. I also take over projects started by Method's customization team or another Method consultant.
I build the screens, data tables, and behind-the-scenes rules that make Method fit your business: quoting tools, reports, automatic follow-up, and connections to other software. You work directly with me to plan the changes and test them against the way your team actually works.
Contact me with the short version of the
workflow you want to improve.
Industries I specialize in
My strongest niche is Method CRM work for companies that use QuickBooks Enterprise and Premier, but I also work with QuickBooks Online.
Manufacturing
Wholesale and distribution
Service businesses
Inventory-heavy businesses
Good fit
Your Method project is moving too slowly, has stalled, or needs to be taken over from the first-party Method team or another consultant.
You want an experienced business consultant to look at the whole problem, not just change one screen.
Your team enters the same customer or sales information more than once, or Method no longer fits the way your company works.
Method needs to exchange information with another software system through a custom two-way API connection.
Your staff can explain the problem and help test the changes.
Not what I do
Routine bookkeeping, tax, payroll, banking, legal, or financial advice.
Changes to accounting data without careful review, backups, and testing.
About me
I understand business and software.
I ask enough questions to become mildly annoying. It is usually
cheaper than building the wrong thing.
My background includes accounting, manufacturing, supply chain, and
business operations. I look at the business problem, Method CRM, and
QuickBooks together. I also specialize in building two-way API
connections between Method and other business software.
I work directly with you. Your questions and decisions do not pass
through a salesperson or junior technician. I work with only a few
active clients at a time, but I am always available for strategic
planning and right-fit calls.
Education
Bachelor's in Business Administration Method Partner Certification
Background
Accounting, operations, manufacturing, and supply chain
Method experience
Customizing and programming Method since 2015
QuickBooks
QuickBooks Enterprise, Premier & Online
YouTube
See me explain Method and QuickBooks.
These videos show how I think through real software problems.
See how I connect OpenAI Codex to QuickBooks Desktop to investigate bank-statement discrepancies and make reviewed corrections using demonstration data.
Send me the short version of what you want to accomplish. Method
customers and businesses looking for QuickBooks or AI automation help
are both welcome.
