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  • Importing Data / QB sync + Custom Table/Fields

    Hello, I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible. I have exported a test...
    Posted to Forum by iLs on 04-15-2011

  • Howto Import Invoice Templates from QB

    I have several estimate & invoice templates in QuickBooks that I would like to bring into Method. Does any one know if there is a way to import them from QB? Or if I will need to "reconstruct" them one by one in Method? Thank you,
    Posted to Forum by acldemac on 08-08-2010
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