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Howto Import Invoice Templates from QB

Last post 08-10-2010 9:47 AM by Anonymous. 2 replies.
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  • 08-08-2010 1:56 AM

    • acldemac
    • Top 50 Contributor
    • Joined on 06-07-2010
    • UNITED KINGDOM
    • Posts 92

    Howto Import Invoice Templates from QB

    Reply Contact

    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,

    Antonio Macedo
    www.csconsult.co.uk

  • 08-09-2010 10:31 AM In reply to

    Re: How to Import Invoice Templates from QB

    Reply Contact

    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

  • 08-10-2010 9:47 AM In reply to

    Re: How to Import Invoice Templates from QB

    Reply Contact

    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.

     
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