The Items App gives Method users the ability to create items that are synced to QuickBooks. You can also edit existing items, changing prices, units of measurement, and applicable accounts, all without leaving the Method environment.
App perks
Create custom items to suit your business needs
Update items with new pricing from within Method
Sync to QuickBooks items list
To learn more about Item types:
What is an Item?
Items can refer to:
products or services your company buys, sells or resells
additional charges, discounts or sales taxes
In Method, items appear as "lines" on transactions like estimates, invoices and sales orders. Items can be created in both Method and QuickBooks, and will sync to each other.
NOTE:
In QuickBooks Online, items are called Products and Services.
In QuickBooks Desktop, items are called Items.
Creating an Item
The following steps will show you how to create a new item in Method's Items App.
On your dashboard, click ⊕ New on your Items App, or click ⊕ New Item on your Items List.
This opens the first part of the New Item screen where you choose the type of item.
NOTE: QuickBooks Desktop and QuickBooks Online support different item types.
Depending on the type you choose, type of item has different fields to fill. Please see our Item Type branch in our help center for more information on each type.
What are Item Categories?
In QuickBooks Online, categories are used to classify products and services your company sells to customers. Method's Items App allows you to create and edit categories that sync with your QuickBooks Online account.
NOTE: The Item Category feature is available in QuickBooks Online only.
For more information on using Item Categories within QuickBooks Online, please refer to their help center article "Introduction to Categories in Products and Services."
Managing Categories
By selecting Manage Categories in the dropdown, you will be taken to a list of all the Item Categories available.
From there, you can edit a category by selecting it from the list, or create your own category.
Field | Description |
Category Name | Unique and descriptive Name for the item category. |
| When checked, this category is available in dropdowns. |
Parent | Set this category as a sub-category of a selected category. |
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