Re: Question: New to QBO and New to Method- which customer import method makes the most sense?

Method_Morty — Tue, 28 Jul 2015 15:27:13 GMT

Hey Sarah,

Since our sync is bi-directional you can take either route that works better for you.

Using Method you can add extra fields you needed in a Table and import to those new fields. Method has a lot more fields that QBO does not have out of the box.

If you did import via QBO you can always update and re-import using Method after.

HERE is a link to our Import/Export Help Center article that includes videos of the whole process.

- Mortaza

Question: New to QBO and New to Method- which customer import method makes the most sense?

sdmo — Mon, 27 Jul 2015 18:08:58 GMT

Hi there,

We are currently doing a trial of both QBO and Method and like the simplicity of both systems. That said, I'm curious to know which import process would be better:

Import our customers into QB to be synced with Method

-or-

Import our customers and all of their information into Method and sync with QB?

I'm thinking the latter would be a better option since we can import SO much more data.

Advice?

Thanks!

Sarah

Method:Classic General Q&A

Re: Question: New to QBO and New to Method- which customer import method makes the most sense?

Question: New to QBO and New to Method- which customer import method makes the most sense?