Invoice Import

boothmaine1 — Tue, 29 Nov 2011 17:56:52 GMT

Hello

I am very new to Method. I have not committed to this program yet but it appears to be the best and most flexible CRM out there. The only item holding us up right now (10-15 users) is ensuring that invoices from QuickBooks can be imported properly. Yes, I know that Method syncs with QB seamlessly but that's only with the PC version. We have just recently transitioned the entire office to MACs. We really just need Method as a CRM for now until Method creates a MAC platform. So our solution to provide sales data to our sales team is to export invoices from QB into a csv file and import to Method. I have attempted a "dummy" import and it hasn't worked. I'm certain I am doing something wrong but I can't justify committing to Method as our CRM until I actually know and/or see our invoices import to Method. I will also need to be sure payments are exported from our QB file and imported and applied to the corresponding customers. I guess my question is three fold...

1. Can someone confirm for me that the process I stated above for importing invoices and customer payments is 100% possible?2. If it is possible, can someone show me how or create the table/format/import for me?

3. How far out is Method from creating a MAC compatible version of Method?

Thanks!

Marci

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Invoice Import