Re: Material or equipment inventory management using Method CRM & Quickbooks

Method_Valbon — Tue, 28 Aug 2012 19:57:56 GMT

@dottie,

Method CRM does sync with the QB item list. Not only do the items sync but as they are used on transactions such as when you sell on an invoice this will make the appropriate changes to areas like quantity on hand and others in QB as well.

Have you taken a look at the item list in Method. You may have to change the tab group you are viewing (top right when signed into Method) from CRM to QuickBooks and then explore this area...especially the area under Lists>>>Items.

Material or equipment inventory management using Method CRM & Quickbooks

dottie — Tue, 28 Aug 2012 19:40:16 GMT

Is there a way to manage material or equipment inventory using Method CRM and have it correspond with our Quickbooks inventory module. We would like to use the Method interphase to track equipment we own ex.. tools etc.. but would like the material & equipment entries in Method CRM to also reflect in Quickbooks through Method.

Method:Classic General Q&A

Re: Material or equipment inventory management using Method CRM & Quickbooks

Material or equipment inventory management using Method CRM & Quickbooks