Method Community

We're currently printing our Estimates out of QuickBooks. We'd like to make it possible for individual users to print estimates from within Method; however, the default template is not going to work for us.

Is there a way to use the QuickBooks template in method, or do we totally have to redsign the method template? Or possibly automate QuickBooks into printing the estimate on-demmand?

Thanks!

crosewood:

the default template is not going to work for us.

You can modify the default template when on the Estimates page.  Under the More actions... button click Customize Print Templates and there's a link here to Customize Templates with the Report Designer...  This will download our report designer application which will allow you to create custom templates.  Once in the report designer you can open up one of our Estimate templates to see how it's built and customize it to your liking.

crosewood:

Is there a way to use the QuickBooks template in method

Not to my knowledge, QB print templates are for QB only.  You would have to recreate the template inside the Method Report Designer or work with a consultant on staff here create this template for you.

~C