Level 7

Question

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Forum|Forum|7 years ago
December 5, 2018
31 replies
95 views

No text available

QuickBooks Online

M

MaryGraceS

Moderator

Greetings, @lindak1119.

Welcome to the Community. I'd be glad to assist you with being able to customize estimates in QuickBooks Online (QBO).

Just to clarify, are you referring to adding a numbering column to identify the line items on the estimate? If so, QBO doesn't have an option to add a column to sales forms.

In the meantime, I recommend adding the number to each line item's description as a workaround. This will show its order, and it'll also appear when you print the estimate.

I'm including a screenshot to show this process.

Also, I recommend you let our product developers know what features you'd like to add. Sending your feedback will help us not only improve the product, but also will help us know what works best for you.

Here's how to send your request:

Go to the Gear icon in the upper.
Choose Feedback.
Enter your suggestion, and click Next.
Select a category.
Click Send message.

I'll also add an article for future reference: How to customize invoices, estimates, and sales receipts.

For additional help, feel free to reach out to our Phone Support. The phone support agents will be able to assist you in getting this resolved.

Please don't hesitate to let me know if you have any questions, as I'm just a post away. Cheering you to a productive and successful week ahead.

N

NelsonDFS

I have the same question, we're planning to switch to online from Desktop by end of month

need to have line item number in all invoices and estimates, as this helps a lot to review with customers and staff when go over the phone regarding any of this docs.

makes it easy just to say look at line # XX and advise.

also how do you make the (ship via) window to show in invoice without having the (tracking No) window . you should have the option.

nelson

[email address removed]

Rose-A

Level 10

Good to see you here in the Community, NelsonDFS.

Let me share a little information about adding a line item number in QuickBooks Online.

As MaryGraceS referenced, you'll need to manually add a number column to identify the line items on your estimates since this isn't currently offered in QuickBooks Online. I can definitely see how this feature would be useful. As a team with a massive road-map, we have to pick new features based on the value they’ll add to the most users possible. I recommend sending this request straight to our product engineers through feedback.

The Product Development Team is constantly working to improve QuickBooks and make it even better for you as the customer. I'll share your feedback with them to let them know about the changes you'd like to see made.

For additional assistance, feel free to reach out to our Customer Care Team. Agents will be able to assist you further in getting this resolved quickly.

Drop me a Reply if I can do anything else for you. Have a great rest of your day.

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Jetsinco

Are you using desktop r on line?

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FTR

In reply to the question do I have Desktop or Online....QB or QBD is Desktop. I clearly state in my communications "QBO" which is Quickbooks ONLINE. Apparently the Desktop version has the ability to create documents with line item numbers that print out. WHICH ONLY MAKES ME MORE FRUSTRATED!!!! Are the QB Desktop Software Engineers more intelligent and talented than the QBO Developers? IF SO THEN FIRE THE SODS THAT CAN'T FIX THIS SIMPLE REQUEST AND PUT THE DESKTOP ENGINEERS ON IT!!!!! Better yet, get rid of the management team that doesn't see this as a problem. I'm just one of many customers that need (not want, NEED) this feature. When a number of people keep writing asking for the same thing, you know there are many, MANY more who want it, but have not written yet.

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Jetsinco

Do you have quick books desktop?

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MirriamM

QuickBooks Team

Welcome to the thread, @PPSC2045. I appreciate your input from every angle.

I definitely see how you would want to have this feature. Right now, it's still unavailable. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks Online (QBO).

In the meantime, I recommend visiting our Blog site to learn what new updates are being rolled out, as well as additional references while working with QuickBooks.

Should you need anything else, let me know by commenting below, I'm always here for you. Have a wonderful day!

F

FTR

I am so tired of getting the same response from QBO people for the last 2 years. "Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks Online (QBO)." Yeah, Yeah, sure.....Always the same line, over and over again. Your product developers are asleep and have deaf ears.

THIS IS NOT IMPOSSIBLE NOR IS IT TERRIBLY DIFFICULT FOR A GOOD SOFTWARE DEVELOPER TO ACCOMPLISH!!! QBO users SHOULD NOT HAVE TO USE 3rd PARTY SOFTWARE TO GET LINE ITEM NUMBERS TO SHOW ON THE INVOICES/QUOTES THEY SEND TO THEIR CUSTOMERS. We all pay enough for QBO every month. QBO should be providing us with what we need, instead of sending us to other developers. I'm really tired of the "I'll pass it along for you....." When you can tell me that it is going to finally be a feature for QBO then I'd like to hear from you. But the same old line is really not doing anything but frustrating many of your subscribers.

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Chau

Will QBO ever address this need from customers? Poor customer support. This is a real need folks. It is basis 101 for POs estimates, and invoicing.

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DT3CH

Please add this feature, we have been waiting 5+ years for line item numbers to be added to QBO estimates and invoices. Referencing estimates and invoices with multiple pages is a major hassle with clients, not to mention some clients require line item numbers.

I

ickevinn

Requesting QBO (online version):-

I would like to have the "item number" (sample as attached) in all the printout of estimates, PO, invoices.
This is critical when involve multiple pages, and to reduce mistakes of entry & reading.

PLEASE! QBO get our voices & feedback raise to the relevant department for improvement.

Seen this feedback raised for years & still not resolved.

LieraMarie_A

Level 8

Thanks for joining this thread, @ickevinn.

We're grateful that you took the time out to leave us feedback. Rest assured that I'll also relay this message to our team in concern here on my end and add your vote for this one. We'll take this chance to fully support our customers in a well-timed and efficient manner in the future.

You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

Here's how:

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
From the drop-down, choose the appropriate category, then select Send message.

You can also check out our guide on how to submit feedback for your convenience To learn more about recent improvements, news, and product enhancements, visit the QuickBooks Blog. You’ll also get suggestions on how to grow the business.

If you have any other questions, just let me know and I'll be happy to help. Thanks again for reaching us and have an awesome Monday!

J

jay59

Hi this is super important to me as well. Its already 25th of December 2020 and quick books online still doesn't have this feature? Time to switch to another software. Total disappointment. Quick books online fail to provide even the easiest fix to all the customers out there. How many times have they say oh, rest assured we will get it fix. Come-on, such basic features that takes u so long for a company to address proves what kind of support they provide. Upon see this message, QBO support will sure reply something like "Oh, we are so sorry, but this is STILL UNAVAILABLE, you can help us by review this to the developer team". I mean you don't even have to reply, its either u do it or just straight away give another alternative by finding a real SOLUTION instead of verbal speech. And due to this reasons, I will not choose Quick Books and will definitely not recommend this product to many of my business partners. Terrible experience

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cryptoknight

It’s been 5 years and such basic has not been done. Just spend 1 hour understanding QBO and sign up today looking for the answers to create the item number. Gonna cancel it now. What a joke

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