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Level 1

Accepted By and Accepted Date

Hi,

 

I'm trying to work out how to remove "Accepted By" and "Accepted Date" from the bottom of the quotes. I have tried everything, but no luck so far... It must be a way? Is there anybody who knows the solution???

I would appreciate your help!

 

Regards,

 

Zsolt

3 Comments
Highlighted
QuickBooks Team

Accepted By and Accepted Date

Hi there, Zsolt.

 

Currently, there's no option to remove "Accepted By" and "Accepted Date" from the bottom of the quotes directly inside QuickBooks. I'd suggest removing them from a .docx template and import it to QuickBooks Online (QBO). This way, you can personalize your Quotes to reflect your brand identity. I've attached a screenshot below for visual reference.

 

 

 

Then, you can click this article to see the details and process on how to import your new custom template: Import Custom Form Styles For Invoices Or Estimates.

 

Please refer to this article on how you can personalise your sales forms and add information about your business details inside the QuickBooks system: Customise invoices, quotes, and sales receipts in QuickBooks Online. This gives you the tools to create attractive, professional-looking invoices, quotes, and sales receipts.

 

I'll lend a helping hand if you need anything else. Keep safe always.

Highlighted
Level 1

Accepted By and Accepted Date

Hi ChristieAnn,

 

Thank you for your reply.

Do you think that with the next software update QuickBooks would make those 2 things optional instead of having as a must feature in the system? Just to make life easier, instead of doing those steps that you have recommended.

After posting my question I've read that many other users have the exact same problem, plus we are unnecessarily make our customers to print out our quote, make them sign, scan it etc., when we don't need any of these actions at all...

 

Regards,

 

Zsolt

Highlighted
QuickBooks Team

Accepted By and Accepted Date

Good day, Zsolt.

 

I understand that you want to remove the "Accepted By" and "Accepted Date" from the bottom of the quote.

 

We can't tell when this option will be available in QuickBooks Online. However, all our new features and innovations will be published on our QuickBooks Blog. You'll want to check it for more updates.

 

If you need more reference regarding the quote, you'll want to browse these links:

Keep on posting here if you have more questions. Stay safe!