Multi-entity Accounting CRM 2026: Benefits, Features & Pricing

Method's Multi-entity Accounting CRM is a software designed to connect multiple QuickBooks accounts within a centralized customer relationship management system. It allows businesses to manage multiple entities, franchises, or locations while keeping financial data separate for each entity.

The system offers real-time two-way synchronization with QuickBooks versions such as Online, Desktop, and Enterprise Suite. It provides consolidated reporting for organization-wide visibility while maintaining entity-specific user permissions. Location managers can access only the data relevant to their operations. Standardized workflow templates for estimates, invoices, and transactions help ensure consistency across all entities. The platform includes tools such as lead management, customer portals, mobile access, e-signature functionality, and payment processing. Each location can adjust certain features to suit its needs while adhering to standardized processes set by headquarters.

The system reduces duplicate data entry, supports cash flow management, and enables consolidated financial reporting across entities. It helps businesses monitor performance and make informed decisions.