Re: Export/Import a Custom Invoice & Estimate from a different Method Subscription

Method_Ben — Fri, 06 Nov 2015 22:11:20 GMT

Hi There,

If you follow the steps outlined in THIS POST you can copy reports from one account to another.

Ive copied the text here (with a few additions) for convenience

To copy a template from one account to another:

-Open Report Designer and log in to the account you are copying from

- File > Save As

- Input the New company account credentials > Connect

- Create New Report

That should save the report into the new account.

Regards,

Ben

Export/Import a Custom Invoice & Estimate from a different Method Subscription

Kirsch Electric — Fri, 06 Nov 2015 21:55:33 GMT

Could you please tell me in detailed points how to export my custom designed invoice and estimate from my previous subscription of Method to my new subscription? I have two operational accounts at the present. Each account is linked to a unique Quickbooks file. I would like to use the same invoice and estimate for both companies though and don't want to go through the hassle of designing yet another invoice and estimate because I must have the reports functional in Method by Monday (Nov 9th). Please advise as soon as possible. Thank you.

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Re: Export/Import a Custom Invoice & Estimate from a different Method Subscription

Export/Import a Custom Invoice & Estimate from a different Method Subscription