Method

Inder Dhaliwal

Errol Elumir

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

Accounting List Pack

Using the Accounts App

Accounts

Getting started with the Classes app in Method:CRM.

About the Classes App

Create a Class

Classes

Description of the Sales Rep App and Perks

About the Sales Rep App

The following steps will show you how to assign the Sales Rep title to a contact in Method.

Create a Sales Rep

Sales Reps

Getting started with using terms in Method:CRM

About the Terms App

Create a Term

Terms

Items are products or services your company buys or sells.

What is an item?

About the Items App

Creating an Item

Why categories are used in QuickBooks Online

Item Categories for QuickBooks Online

Items

Service Item Type

Description of the Inventory Part Item Type for QuickBooks Desktop

Inventory Part Item Type

Description of the Inventory Assembly Item Type

Inventory Assembly Item Type

Description of the Non-Inventory Part Item Type

Non-Inventory Part Item Type

Description of the Other Charge item type.

Other Charge Type

Description of the Subtotal Item Type for QuickBooks Desktop

Subtotal Item Type

Group

Description of the Discount Item Type in QuickBooks Desktop

Discount

Payment Item Type

Sales Tax Item Type

Description of the Sales Tax Group Item Type

Sales Tax Group Item Type

Fixed Asset

Item Types

Customization Services

Terms of Service

Security and Backup

Privacy Policy

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