cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

How come I open an estimate to create and it wont let me use the custom one i made.

 
1 Comment
QuickBooks Team

Re: How come I open an estimate to create and it wont let me use the custom one i made.

Make sure that you selected the customized template, ssworxs.

 

We can set the customized estimate template as default in the settings.

  1. Click the Gear icon and select Custom form styles.
  2. Locate your customized format.
    Hit the drop-down beside Edit.
  3. Select Make default.

You can also do this while creating the estimate.

  1. Open an estimate.
  2. At the bottom part, click Customize.
  3. Select your customized format.

Once done, try to check the estimate's template by clicking the Print or Preview at the bottom part.

 

Get back to us anytime of you have any more questions.