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Do Quickbooks invoices go into Method?

Last post 11-20-2012 12:38 PM by Method_Adam. 0 replies.
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  • 11-20-2012 12:38 PM

    Do Quickbooks invoices go into Method?

    We recieved this email from Andrew:

    In Quickbooks, customers' invoices are directly associated with their respective customer records. My question is, when qb syncs with method, do the invoices 'go into' method so that invoices are right there?

    Andrew,

    Yes, the invoices go directly into Method.  Once the invoice is created in QB and synced, it will appear as an invoice in Method for that Customer.  Method has an Invoices tab link that will list all invoices, and also a transactions tab in the Edit Customer screen that will show all transactions, including invoices.


    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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