Method:Classic General Q&A

Re: How to Import Invoice Templates from QB

Anonymous — Tue, 10 Aug 2010 14:47:16 GMT

Hey,

I just wanted to make another comment on my last post. The reports in QB are completely different from the reports that are created with the Report Designer in Method, this is the main reason that we are unable to import the templates.

The Reports that Method pulls over are Financial Reports, these reports can be filtered in Method before being displayed. Unfortunately, Financial Reports cannot be customized with the Report Designer.

What you are talking about is a Invoice Template. If you want to change layout used when an Invoice is printed, possibly to match your template, you want to use the Report Designer. This tool will help you organize the data and display it as you would like.

Check out the link in the post above, the webinars will help you get started.

Re: How to Import Invoice Templates from QB

Anonymous — Mon, 09 Aug 2010 15:31:05 GMT

Hey Acldemac,

Although Method has some of the reports from QuickBooks, we are not able to import your reports into Method. You are able to create your own reports using our Method Report Designer.

Below is a link to a forum post that will tell you more. The post includes information about downloading the program, as well as some video's that will teach you how to use the report designer.

http://www.methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx

Howto Import Invoice Templates from QB

acldemac — Sun, 08 Aug 2010 06:56:05 GMT

I have several estimate & invoice templates in QuickBooks that I would like to bring into Method.

Does any one know if there is a way to import them from QB? Or if I will need to "reconstruct" them one by one in Method?

Thank you,