Customized Templates in Quickbooks

Method_Ashur — Fri, 10 May 2013 15:12:26 GMT

We received the following question from Holley:

Is there a way to export templates that we have customized from Quickbooks, like estimate or invoice into Method so we can use them as the default when emailing a contact?

Hi Holley,

Custom QuickBooks templates don't sync over to Method, however, using our Report Designer you can create and modify templates to your liking. You can even create a template that looks pretty much exactly like your current custom QB template. *Note: You'll need to download and install the report designer on a Windows based machine in order to utilize it.

For more info check out our Report Designer Help Center article. Hope this helps!

- Ashur

Method:Classic General Q&A

Customized Templates in Quickbooks