Create an item

The following steps will show you how to create a new item in Method's Items App.

New items are added to your QuickBooks items list when you sync.

  1. From your Method 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.
    QuickBooks Desktop and QuickBooks Online will have different item types.
  2. Choose the item type you want to create from the list.
    See Item Types on the left menu for details about the fields required for each item type.
  3. Fill out the pertinent information based on which item type you’ve chosen. Fields marked with an asterisk (*) are required.
  4. Ensure the Active checkbox is checked so the new item appears in dropdowns.
  5. Click Save to save the new item.

Once the screen is refreshed, the new item is visible in the Items List as well as all item drop down menus!

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