Re: Creating a report for estimates

Method_Ashur — Thu, 21 Feb 2013 22:46:19 GMT

If I'm not mistaken you're referring to QuickBooks Reports correct? Which includes the following information from all Estimates that exist in QuickBooks:

Company Name
Products/Services
Total Dollar Value

If that's the case then I would suggest you look at the QuickBooks Reports Center and looking into Custom/Contributed reports, as these types of reports can't be created in/or synced to Method. What you can do in Method is create Scheduled Reports from the stock reports in QuickBooks i.e. Estimates by Job/Customer; and again custom/contributed reports do not sync over to Method. Hope this helps.

- Ashur

Creating a report for estimates

Dave Kowch — Wed, 20 Feb 2013 21:20:51 GMT

How do I go about creating a report that totals all of our estimates including company name, products or item and the total in dollars.

Method:Classic General Q&A

Re: Creating a report for estimates

Creating a report for estimates