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Accounting List Pack

Accounting List Pack

This default pack holds all the Apps that sync with QuickBooks lists.

Errol Elumir avatar Inder Dhaliwal avatar Tiffany Clay avatar
23 articles in this collection
Written by Errol Elumir, Inder Dhaliwal, and Tiffany Clay
Accounts

Using the Accounts App

Accounts sync from QuickBooks.
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago
Classes

About the Classes App

Getting started with the Classes app in Method:CRM.
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Written by Inder Dhaliwal
Updated over a week ago

Create a Class

How to create a class in Method:CRM.
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Written by Inder Dhaliwal
Updated over a week ago
Sales Reps

About the Sales Rep App

Description of the Sales Rep App and Perks
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Written by Tiffany Clay
Updated over a week ago

Create a Sales Rep

The following steps will show you how to assign the Sales Rep title to a contact in Method:CRM.
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Written by Tiffany Clay
Updated over a week ago
Terms

About the Terms App

Getting started with using terms in Method:CRM
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Written by Inder Dhaliwal
Updated over a week ago

Create a Term

How to create a term in Method:CRM.
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Written by Inder Dhaliwal
Updated over a week ago
Items

What is an item?

Items are products or services your company buys or sells.
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Written by Tiffany Clay
Updated over a week ago

About the Items App

Items App Description and Perks
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Written by Tiffany Clay
Updated over a week ago

Creating an Item

How to create an item in Method:CRM.
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Written by Inder Dhaliwal
Updated over a week ago

Item Categories for QuickBooks Online

Why categories are used in QuickBooks Online
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Written by Tiffany Clay
Updated over a week ago
Item Types

Service Item Type

Explaining the Service Item Type
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Written by Tiffany Clay
Updated over a week ago

Inventory Part Item Type

Description of the Inventory Part Item Type for QuickBooks Desktop
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Written by Tiffany Clay
Updated over a week ago

Inventory Assembly Item Type

Description of the Inventory Assembly Item Type
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Written by Tiffany Clay
Updated over a week ago

Non-Inventory Part Item Type

Description of the Non-Inventory Part Item Type
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Written by Tiffany Clay
Updated over a week ago

Other Charge Type

Description of the Other Charge item type.
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Written by Tiffany Clay
Updated over a week ago

Subtotal Item Type

Description of the Subtotal Item Type for QuickBooks Desktop
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Written by Tiffany Clay
Updated over a week ago

Group

Description of the Group Item Type
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Written by Tiffany Clay
Updated over a week ago

Discount

Description of the Discount Item Type in QuickBooks Desktop
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Written by Tiffany Clay
Updated over a week ago

Payment Item Type

Description of the Payment Item Type
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Written by Tiffany Clay
Updated over a week ago

Sales Tax Item Type

Description of the Sales Tax Item Type
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Written by Tiffany Clay
Updated over a week ago

Sales Tax Group Item Type

Description of the Sales Tax Group Item Type
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Written by Tiffany Clay
Updated over a week ago

Fixed Asset

Description of the Fixed Asset Item Type
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Written by Tiffany Clay
Updated over a week ago