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What is PaymentCollect for QuickBooks?

PaymentCollect™ is a versatile plugin designed for the complete suite of QuickBooks®, enabling business owners to seamlessly handle credit card transactions directly within the software, using their preferred bank or payment processor. This tool is compatible with QuickBooks Desktop® versions dating back to 2004 and Point of Sale® versions from 2010 onwards, as well as the latest QuickBooks Online®. By facilitating the reception, processing, and automatic posting of payments into QuickBooks, PaymentCollect™ helps minimize overhead expenses and eliminate variable costs. Customers are given the convenience of paying their invoices either online or over the phone via this system. Additionally, PaymentCollect™ integrates smoothly with QuickBooks®, ensuring that invoices are automatically updated to reflect their "paid" status. This streamlined process not only enhances operational efficiency but also contributes to improved cash flow management for businesses.

What is Method:CRM?

Method:CRM ranks as the top-rated CRM solution amongst users of both QuickBooks Desktop and QuickBooks Online. Integrations With its patented real-time synchronization technology, Method:CRM seamlessly updates customer data, invoices, and payments between its platform and QuickBooks. It boasts native integrations with popular services such as Gmail, Outlook, Mailchimp, and Zapier, allowing users to link hundreds of applications via Zapier as well. This means that your entire daily operation can be efficiently managed through a single system. Management of the leader Rather than wasting time on administrative tasks and data entry, let Method:CRM empower your sales team to concentrate on acquiring new clients, nurturing leads, and closing deals. By consolidating opportunities, invoices, estimates, and other essential information in one accessible location, Method:CRM simplifies your sales workflow. Customization Completely customizable with no coding needed, Method:CRM features intuitive drag-and-drop tools that enable users to design a personalized CRM. This flexibility allows it to align closely with your specific business processes and evolve alongside your organization's needs as they change. By adapting to your requirements, Method:CRM ensures that your CRM will always serve your business effectively.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
BoxOn Logistics Software
Jezzam
QuickBooks Desktop Pro
QuickBooks POS

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Chat Agents
Freedom Merchants
Gmail
Google Workspace
Mailchimp
Microsoft Outlook
PayPal
Simplii
SmartVault
Vonage Business
Wufoo
Xero
doForms

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Payment Collect

Date Founded

2010

Company Location

United States

Company Website

www.paymentcollect.com

Company Facts

Organization Name

Method Integration

Date Founded

2010

Company Location

Canada

Company Website

www.method.me/

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Tax Calculator

Payment Processing

Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing

Categories and Features

Appliance Repair

Not specified

Construction CRM

Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Lead Management
Sales Pipeline Management
Segmentation

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Financial CRM

Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Nonprofit

Accounting
Donor Management

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