Method:Classic General Q&A

Re: Delete all customer estimates at once

Anonymous — Thu, 08 May 2014 13:08:46 GMT

Hi Trent,

I just wanted to update my previous post, I suggested you could change your transaction history from QuickBooks->Syncrhonization in Method, however this is only true for QuickBooks Desktop Accounts. We don't have this ability with QuickBooks Online Accounts.

If you are using QBO, then I would suggested you check out this link, which describes how you could create a basic custom screen to delete multiple Estimates at once.

-Ben

Re: Delete all customer estimates at once

Anonymous — Wed, 07 May 2014 19:55:29 GMT

Hi Trent,

Unfortunately there is no easy way to delete Estimates in bulk in Method, however you do have some alternatives.

The easiest solution, would be to change the time period you are syncing for your Estimates from QBO to Method. The default setting for this is 31 days, for all transactions, however you have the option to change this value either for all your transactions at once, or individually. I realize you might have already found this option, if you are already showing over a years worth of Estimates in Method.

Either way, this setting is located in Method, go to QuickBooks->Synchronize, then scroll down the screen until you see the label, "Transaction history", the dropdown option directly below is a global setting, for ALL your transactions. However, if you click on the "Show options per transaction Type (click here)" link, you will see an option to individually choose transaction history's from there. If you want to keep the rest of your transaction history as is, then I would advise you to choose the individual option for Estimates, and lower that value to less than a year, or whatever desired range you want.

Technically you do have another option, however I am not sure this would help you out much. We could do a Reset on your Method account, this way your whole Method account would get wiped, and you could then resync with your QuickBooks account. Just keep in mind, you would run into the same issue if you extend the transaction history of your estimates right away.

Please let me know if this helps,

Ben

Delete all customer estimates at once

Trent — Tue, 06 May 2014 22:48:59 GMT

I am new to Method, trying it out since my current CRM platform is getting to be too buggy. I synced everything to Method from QBO, but I need to clean up 500+ QBO estimates from years ago. Is there an easy way to delete ALL the cusomer estimates in Method with a few clicks rather than deleting each of the 500+ one at a time? Thanks in advance!