Search results by user ID 5599

Re: Inventory Vs Service Items and Estimates

chrisg — Fri, 01 Jun 2012 16:41:43 GMT

So, I was able to recreate a custom invoice and it now displays the service item information. Two more questions, as of now the first column on the estimate is the description, how can I add the item/part number as the first column, as show in the method website. Also, there is a column called U/M. How can I remove this column?

Thanks

Re: Inventory Vs Service Items and Estimates

chrisg — Tue, 22 May 2012 17:22:20 GMT

So I followed your instructions and under Customize, tabs, tab links for Customers. Estimates box says Quickbooks_Estimate. Any suggestions as to what we need to do to get the original estimate back? What should the original estimate named?

Chris

Re: Inventory Vs Service Items and Estimates

chrisg — Thu, 17 May 2012 14:14:02 GMT

So, I tried to do as you suggested. Go to the original estimate, copy and make small changes as I go, saving and testing at each change. Well I went into method and opened the QUICKBOOKS_ESTIMATE and it is not the original. I vividly remember copying, and renaming the original before making a custom estimate.

Is there any way we can have the original Method Quickbooks estimate installed on our account? Any other ideas or solutions? Please advise.

Re: Inventory Vs Service Items and Estimates

chrisg — Fri, 11 May 2012 15:10:14 GMT

Yes, it is a custom estimate, I made the template by copying the method standard estimate and altered the file on your custome template software. The only things that were altered from the original was the logo and small layouts on the first and second headers.

I will make sure the descriptions are showing in the fields shortly. Let me know if you think there is anything in the mean time.

Inventory Vs Service Items and Estimates

chrisg — Thu, 10 May 2012 21:58:09 GMT

I am trying to write an estimate for a service items for my company.

The inventory items appear on the estimate without any problems but when I try to put a service item into the estimate it appears on the Method screen but nothing appears on the print preview.

Any suggestions.