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

Last post 11-06-2015 4:11 PM by Method_Ben. 1 replies.
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  • 11-06-2015 3:55 PM

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

    Reply Contact

    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. 

  • 11-06-2015 4:11 PM In reply to

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

    Reply Contact

    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

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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