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!
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.
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...
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!
It is now December 2022 and there is still no update for this - what's going on Quickbooks. It makes a mockery of the name - perhaps it should be called 'Slowbooks'. I also have issues with the Invoice templates and the lack of adaptability. Can this is an absolute priority please. Like NOW! get a move on.
the lack of attention to detail is astonishing.
I would also like some semblance of control over my forms whenever I use a software. So, I'd like to address your concern about the ability to remove the Accepted By and Accepted Date fields.
At the time of this reply, the Accepted By and Accepted Date would always appear on your quotes. We're unable to remove them from the template.
I'm unable to tell if this is already in the works, or is a priority. So, it would be best if we send feedback to our developers about putting an option to remove the Accepted By and Accepted Date fields.
Let's click on the Gear icon, then select Feedback.
Though, a third-party app may offer more flexibility and options for the existing templates. We can look for one by going to the Apps menu on the left panel. Use keywords such as "template" then browse for available listings.
Also, what issues did you encounter with the invoice template? Is it also the same? Or do you have issues with the fields? I'd appreciate if you could give more details about this, so I can lay down the steps and solutions.
In the meantime, I'll share this article about customising your sales forms within QuickBooks: Customise invoices, quotes, and sales receipts in QuickBooks Online.
In case you haven't done it yet, we also have the Progress Invoicing feature. If you'd like to know how it works and how to track the progress from quotes, I'll add this article for more details: Set up and send progress invoices in QuickBooks Online.
Do you have any other concerns you'd like me to address? Or do you need help with your entries or reports? Let me know and I'll hear you out.
I've just spend half an hour responding as when I clicked the post button, I received an error message - it just keeps getting better. I'll gather my thoughts again once I've had a cup of tea to calm down.
Right, we go for a second attempt at a response .. I don't think recommending a third party app is an answer to a two year problem. Why doesn't Quickbooks use the learning from the app and incorporate it into Quickbooks for a customer friendly solution - if it's going to take that much effort to sort if out yourselves.
On to invoices - it would be ideal to be able to re-size and reposition the fields/boxes (drag and drop) or like a word table where you can simply drag the guides to enlarge in decrease the size, also more font options like italic and bold. None of this is rocket science. For instance the customer address lines are not long enough, niether are the boxes for project/PO/reference. I would like to have one box for project/ref so I can type more in it and then have a smaller box for PO No.
In my humble opinion, it appears as if Quickbooks rushed to launch the software without a proper soak test and simply haven't addressed these simple issues which would make your customers lives easier.
One more irritant, I wanted to change the name of a custom field Reference: to Details: and when I change the text and add a colon to the end I receive an error message that I can't use those type of characters even though a colon is contained within the default text. If I don't delete the colon at the end of the default word and just change the letters, the same result. There are loads of anomalies like this and I'm sure you have a very long list but I'll say it again - these sorts of snagging issues should have been sorted out by now.
I also would like to add my request to remove accepted by and accepted date from the forms. Under content, you have several check boxes that allow you to pick what you want to see. It would seem pretty simple to add this to the list of selected/un-selected items.
Another thing I would like to eliminate is the "T" after every amount on the quote designating it's taxable. The bottom of the estimate has the sales tax, this is enough, I don't need my customers to see which items on the quote are taxable or not, because in 99% of cases, all items are taxable or not.
This article starts out by saying you can upload docx custom templates, but when you click on the link, it just brings you to instructions for QBO customization of existing forms.
Lastly, I would really appreciate the purchase order and packing slip forms to be included in customization, so all the forms we use can have a similar look.
I recognize the relevance of the options you mention above, @Corsa. I'll share the steps to submit feedback. Providing us with feedback will help improve and help you to have a better experience with QuickBooks Online.
Since QuickBooks Online offers these features as default, we can send a request to our product developer. This way, they'll see your suggestion and consider adding it to the next program update.
Follow the steps below:
Our Product Development team receives your statements (QBO) through the feature request link: QuickBooks Online Feature Requests website.
Visit this article for further information on how to keep track of your client's account growth: QuickBooks Help Articles. It includes topics about account management, banking, and expenses and vendors, to name a few. You can click the + More topics button to view other selections.
Please feel free to remark with your response. I'm excited to provide more notifications on importing and exporting-related matters. Have a great day.