Method

About the Estimates App

Estimate App Preferences

How to create an Estimate in Method if you use QuickBooks Desktop.

Create an Estimate for QuickBooks Desktop Accounts

How to create an Estimate in Method if you use QuickBooks Online.

Create an Estimate for QuickBooks Online Accounts

How to create an estimate from a sales order in Method.

Convert an Estimate to a Sales Order

How to convert an estimate into an invoice in Method.

Convert an Estimate to an Invoice

See an overview of your estimates generated in a given time period.

Estimate Reports

How to enter an upfront deposit for an estimate, and have the customer accept the estimate on their portal.

Estimate Approvals and Deposits

Estimates

Customization Services

Terms of Service

Security and Backup

Privacy Policy

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