Hello I need help adding a message to the display on my estimates

Forum|Forum|2 years ago
July 23, 2023
1 reply
1 view

I’d like to add note to display on my estimates

QuickBooks Online

JessT

Moderator

Hi rcscleaningco,

Thank you for reaching out to us. I'll help you with putting a message on your estimate.

To do this, you can create a template for estimates where you can add a message to. This way, the message will preload every time you create a transaction. Here's how to do it.

Click the Gear icon.
Choose Custom form styles.
Click New style and select Estimate.
Click the Content bar.
Choose the Total section on the previewed form on the right.
Enter your message in the box for messages.
Click Done.

You can also check more about customizing an estimate form for your additional reference.

Let me know if you have other questions in mind. Take care and have a good one!

rcscleaningco@gmAuthor

Yes, thank you.

QueenC

Moderator

Thank you for reaching out and expressing your gratitude towards our colleague for providing a solution to your QuickBooks-related concern. We're delighted to hear that our colleague was able to assist you effectively.

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