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Estimates

Last post 09-15-2011 4:47 PM by Method_Valbon. 1 replies.
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  • 09-15-2011 9:26 AM

    • chkahn12
    • Not Ranked
    • Joined on 04-07-2010
    • Florence, SC
    • Posts 3

    Estimates

    Reply Contact

    How do I move a template that I've already created in QuickBooks for my proposals into Method CRM?

    Carrie Kahn, Intuit Solution Provider & Advanced QB ProAdvisor

    Complete Business Solutions


    Tel: (800) 541-8744, Ext 3 | Fax: (888) 400-1751
    carrie@complete-biz.com | www.complete-biz.com

  • 09-15-2011 4:47 PM In reply to

    Re: Estimates

    Answer
    Reply Contact

    Hi Carrie,

    Your QB templates will not transfer over to Method. Our templates (we call them reports) are created using the report designer in Method not through QB. They are in a different format.

    You can re-create your custom QB template in Method or you can take one of our existing templates that already resemble the standard one found in QB and make your changes there. This way you don’t have to start from scratch. Use the report designer to do this.

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
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