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.