Method Community

I have set up several leads in Method.  Currently I am creating estimates directly in QB.  Since the 'lead' was not in QB when I created an estimate I also created a 'duplicate' customer.  The only thing I can think of to work around this is to go to Method and update the 'Lead only' or 'active customer' check boxes before creating the estimate.

Is there a better way?

Michele

 Hey Michele,

In Method, when you set a client up as a lead status, this user is kept out of QuickBooks. This is so that your company file does not fill up with lead customers and also for you to be able to track all contact prior to them actually becoming a customer. If you create the estimate in Method, you will be able to see lead status customers and use them to create estimates.

After you remove the checkmark for "lead status only", this client gets pushed into QuickBooks because they are now considered a customer.

A better way to go about this would be to create estimates in Method.