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templates from QB

Last post 10-31-2014 10:38 AM by Method_Inderdeep. 1 replies.
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  • 10-30-2014 1:34 PM

    templates from QB

    Is there any way to import an estimate template from QB?

  • 10-31-2014 10:38 AM In reply to

    Re: templates from QB

    Hello Maureen,

    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 Estimate Template. If you want to change layout used when an Estimate 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. You are able to create your own reports using our Method Report Designer.

    I hope this helps!

    -Inder

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