We received the following question from Holley:
Is there a way to export templates that we have customized from Quickbooks, like estimate or invoice into Method so we can use them as the default when emailing a contact?
Hi Holley,
Custom QuickBooks templates don't sync over to Method, however, using our Report Designer you can create and modify templates to your liking. You can even create a template that looks pretty much exactly like your current custom QB template. *Note: You'll need to download and install the report designer on a Windows based machine in order to utilize it.
For more info check out our Report Designer Help Center article. Hope this helps!
- Ashur