The following steps will show you how to create a new bill in Method's Bills App, part of the Purchase Transactions pack.
Note: Differences exist between how QuickBooks Desktop and QuickBooks Online accounts sync with Method, which means some of the fields appear differently (and sometimes do not appear at all). We note where these discrepancies appear.
Note: Bills are saved as soon as you create a bill and select a vendor for that bill, even without hitting the save button.
Bill Details
Click ⊕ New on your Bills App, or click ⊕ New Bill from your Bill List.
Choose a vendor (supplier) who sent you this bill.
Once a vendor is chosen, the top header will show the chosen vendor and the Balance Due.
Choosing a vendor also opens more fields. Below are the fields you will see on a typical bill.
Bill Date: Date the bill was created, entered, or received.
Bill #: Ref number for the bill. Leave blank to auto-calculate.
Due Date: When the vendor expects payment
Terms: The terms which payment is expected to be made
Account (QuickBooks Desktop Only): Choose the account the bill is applied to.
Tags: Assign tags to this bill (see Tags.)
Wait for sync approval?: Prevents the bill from syncing to QuickBooks until a user unchecks this option and saves.
Item Details / Account Details
After you fill in the Bill details, you can choose Item Details or Account Details.
Note: Items and accounts are not saved until you save the whole bill. If you update the items or accounts and log out of your session, they will not be saved in the bill.
Item Details
Line items are added to your Bill using the Line Items grid. Items available are taken from the Items App which is synced from QuickBooks. By clicking on a row, each column (other than the Amount) can be edited to fill in details for each line item.
To add QuickBooks items to this bill, click and add them directly in the grid. To add more lines, select the Add Lines button.
If you are viewing on mobile, adding new items is done via a separate screen.
Account Details
Account details are added to your Bill using the Accounts grid. Accounts available are taken from the Accounts App which is synced from QuickBooks. By clicking on a row, each column can be edited to fill in details.
Note: To choose an item and/or an account in the grid, it must first exist. You can create new ones through Method's Items App and/or Accounts App respectively. Alternatively, you can also add items and accounts within QuickBooks.
Bill Total
Below the item lines grid, you will find the total as well as a few more fields to fill in:
Memo: A note for yourself and other Method users with access to this transaction.
Attachments: You can add a file to this bill. Attachments do not sync to QuickBooks.
Amount Due: the amount due.
Bill Buttons
More Actions [
∨]:Clear / New: Clear the current bill so it is empty and you can create a new one.
Delete: Delete the bill. This cannot be undone!
Make a Copy: Create a brand new bill with the same information and items.
Save [
∨]: This button is clickable and will save the transaction.Save & New: Save the bill and clear the form to enter in a new bill.
Save & Back: Save the bill and go to the previous screen.