Hi Rizza, I'm not sure that you can turn off this functionality, but you can import your own estimate template, without this added in. You can find more information about Imported Form Styles here: https://quickbooks.intuit.com/community/Getting-started/Import-custom-form-styles-for-invoices-or-es...
I too would like to see these as an option to remove on estimates. And NO you cannot upload your own template, only if you are using the Advanced version. Not even in Plus can you use your own created template.
I'd also like to be able to turn off the totals on the estimates since for us, each line is a possible purchase. Our clients will choose one of the above not all of them so the total at the bottom is not needed. But I should make my own thread for this.
You won't be able to hide the totals from custom estimates and attempting to remove them will result in the custom estimate template failing to display.
I recommend adding this as feedback so the Product Team can consider having the option to remove totals from estimates in future versions of QuickBooks Online.
Here's how to give feedback.
Thanks for joining this thread, @lenazerb.
I've read the conversations above. There are two features discussed in this thread, and both aren't still figured out. We're also unable to provide a specific timeline as to when they will be available in the program. But I hear your thoughts as this helps you personalise the estimates to reflect your brand identity. Rest assured that I've got the alternative methods to achieve your goal.
For the first request, I'd still suggest removing the "Accepted By" and "Accepted Date" fields from your .docx template. Then, import your custom form style to QuickBooks Online (QBO). The three screenshots below will serve as your visual guide before, during, and after the importing process. For more details, check out this article: Import Custom Form Styles For Invoices Or Estimates.
For the second request, I recommend looking for a third-party app that can integrate with QBO. This way, you'll have an option to hide the totals of the quote. Just go to the Apps menu or through the QuickBooks App Centre.
Here are the steps for the App Centre:
In the meantime, you can visit this website: QBO AU Resource Centre. Then, scroll down to the page where you can locate the Help Your Business Thrive section. From there, enter your First Name, Email, and click Subscribe. That way, you'll get the latest tips, advice, and resources straight to your inbox to help your business succeed.
When your customer accepts your quote, you can apply it to an invoice. Once added, the charges on the transaction will appear in the customer menu, and the system will post it to a sales account. For the detailed instructions, visit this article: Managing Quotes. Just go to the "Add a quote to invoice" section.
I'll lend a helping hand if you need anything else. Keep safe always, @lenazerb.
It's pretty simple to customise sales forms in QuickBooks Online. Let me help you.
The first thing we need to check is that the products and services column is turned on. Please follow these steps:
Once done, let's use the customising tool to make the invoice and estimate/quote more personalised.
Here are some of the articles you can check. These will show you more options and detailed steps in editing the sales forms:
Need more assistance? Leave a comment below and we'll respond as soon as we can. Take care!
My question was related to uploading our won invoice n estimate style.
With Reference to the link provided above
Will it support multiple items or not. I tried it but it only shows one line item.
Let me share a few information, SuperStar777.
When you create an invoice template, it will only let you add one line item. It's for mapping purposes.
However, when you create the transaction in QuickBooks Online and select the imported template, it will support multiple items.
I'll include the invoice tutorials to guide you: QuickBooks Online - Invoicing and quoting tutorials.
If there's anything else that you need, feel free to let us know. We'll be right here to help you. Take care!
Let's open your quote template to check if all fields match with QuickBooks fields. That's one reason why you're getting an error when viewing the form. I'd recommend checking the Download import guide too under Import Form style for your reference.
If all fields are correct and match in QuickBooks you can try the troubleshooting steps for your browser.
Try your browser's private window.
Then, log in to QuickBooks Online and attempt to print or preview the sales form using your custom template.
If the issue persists, I'd recommend contacting our Customer Care Team to further check your template.
You might want to check out this handy link on how to Import custom form styles for invoices or estimates.
Keep me posted whenever you need further help. Have a great day.
Hello there, SuperStar777.
Thanks for letting us know the steps you’ve performed to rectify the issue. This gives us a clearer picture of what happened to the custom template (quote).
We’ll have to check the mapping of the template fields to identify the root cause. To accomplish this task, we’ll have to collect sensitive data to access your company.
The security of your information is our top priority. That’s why we’ll have to connect you to our QBO Care Team. They can perform in-depth troubleshooting steps in a secure space.
Our agents will make sure the fields on the quote are set up correctly, and multiple lines will show in the template.
I’m adding a link to get you acclimated to QBO features and processes. These self-help articles will guide you on how to perform each one. They’re grouped by topic, and you can view each one easily: Get started.
Keep in touch if you still need assistance when working in QuickBooks. I’m more than happy to lend a helping hand. Have a great week ahead.