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G
Gcapote
March 8, 2022
Question

Estimate

  • March 8, 2022
  • 3 replies
  • 5 views

Is it possible to create an estimate that contains information on the front and back? 

3 replies

JessT
JessTModerator
Moderator
March 8, 2022

Hi Gcapote!

 

Welcome to the QuickBooks Community! I'm happy to share how data is displayed on an estimate.

 

The estimate form in QBDT will show your company, customer, and other header details on the first page. The rest of the pages will only show the rest of the items and the totals. We're unable to reflect the same header details on the rest of the pages if this is what you're asking.

 

You can always go back this page if you have other questions in mind. Take care!

BigRedConsulting
BigRedConsulting
Level 15
March 8, 2022
@JessT wrote: "The estimate form in QBDT will show your company, customer, and other header details on the first page. The rest of the pages will only show the rest of the items and the totals. We're unable to reflect the same header details on the rest of the pages if this is what you're asking."

 

What? Not in my universe. What universe do you live in?

 

It seems yo didn't even try it. If you did, you'd know that's exactly wrong.

Here's page 7 of a very long Estimate:

G
GcapoteAuthor
March 10, 2022

Hello,

I am actually looking to create a second page to an estimate 

BigRedConsulting
BigRedConsulting
Level 15
March 8, 2022
@Gcapote wrote:

Is it possible to create an estimate that contains information on the front and back? 

 

If you mean can you print Estimates double-sided, then yes you can do that if you have a duplex printer:

 

Set up the Estimate Printer (on the QB menu at File | Printer Setup | Estimate) and click the Options button, which will open the Pinter Properties window. Then select the Duplex option for your printer. It should look something like the window below for my Canon printer:

 

 

Later when you print, duplex will be the default.

G
GcapoteAuthor
March 10, 2022

I am actually looking to create a second page to my estimate. I worded the question wrong sorry

MichelleBh
MichelleBh
Level 8
March 10, 2022

I have an option to add a second page in the estimates, @Gcapote.

 

Thank you for the clarification. I want to ensure that you can add a second estimate page to QuickBooks Desktop. By doing this, you can personalize your forms.

 

To start with, let's customize the form for you to add a second page. Follow the steps below: 

 

  1. Go to the Lists menu and select Templates. 
  2. Press Ctrl + N, then choose Estimate and click OK.
  3. Click the Layout Designer button. 
  4. Hit Margins and change the bottom margin to a number that's equal to the size of the area at the top of the second page.
  5. Select NO when QuickBooks notifies you that there are data fields outside the margin and asks you if it can fix the margin for you.
  6. Click the Out tab three times. 
  7. Select the Add button on the upper left side and pick Text Box. 
  8. Enter the field you want to add. 
  9. Hit OK, then Print and Preview.

 

Once done, create a sample estimate to see what the template looks like and ensure to use the correct template. You can also refer to the sample screenshot below for your reference: 

 

For more details about customizing templates, see this link: Use and customize form templates.

 

Further, check out these articles below on how to send forms in bulk and manage customer transactions in QuickBooks: 

 

 

Let me know in the comment section if you have any other issues or concerns. I'll be more than happy to assist. Have a great day, Gcapote.

G
GcapoteAuthor
March 10, 2022

Let me clarify what i actually am trying to achieve. 
Does QB offer a way to create a estimate template that contains a first page. The first page will be for items being charged for a job. The items may or may not contain enough information to create a second page. I need a second page to go along with the estimate to contain our legal information. 

R
RCVQuickBooks Team
QuickBooks Team
March 10, 2022

Thanks for coming back, Gcapote.

 

QuickBooks Desktop will automatically create a second page if you already have a lot of items in an estimate. Though we can re-arrange the order of the columns and text by clicking the Layout Designer tab. However, the company legal information will be reflected on the first page of the estimate template. 

 

If you have a customized template created from another file that contains the data you need, we can import them to your company file. Here's how:

  1. Open the company file that you want to import the template into.
  2. From the Lists menu, select Templates.
  3. Tap the Templates dropdown and choose Import.
  4. Select the template you want to import, then hit Open.
  5. Name the imported template. You can keep the original name or change it.
  6. Press OK. You should now see the imported template on the template list.

 

You can refer to this article to learn more: Use and customize templates in QuickBooks. . If you have an issue while using and customizing templates, refer to this article to troubleshoot the issue: Fix common issues when you use and customize templates. 

 

For more tips and other resources, you may visit our page in managing your business in QuickBooks: QuickBooks Desktop Self-help articles.

 

Do you need more help completing other tasks in QuickBooks? Please let me know and I'll assist you with some guides and other pointers. Take care always.

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