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Creating a report for estimates

Last post 02-21-2013 4:46 PM by Method_Ashur. 1 replies.
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  • 02-20-2013 3:20 PM

    Creating a report for estimates

    How do I go about creating a report that totals all of our estimates including company name, products or item and the total in dollars.

  • 02-21-2013 4:46 PM In reply to

    Re: Creating a report for estimates

    Answer

    If I'm not mistaken you're referring to QuickBooks Reports correct? Which includes the following information from all Estimates that exist in QuickBooks:

    • Company Name
    • Products/Services
    • Total Dollar Value

    If that's the case then I would suggest you look at the QuickBooks Reports Center and looking into Custom/Contributed reports, as these types of reports can't be created in/or synced to Method. What you can do in Method is create Scheduled Reports from the stock reports in QuickBooks i.e. Estimates by Job/Customer; and again custom/contributed reports do not sync over to Method. Hope this helps.

    - Ashur

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