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Level 1

Is there a way to remove the 'Accepted By' and 'Accepted Date' from a Quote, my quotes are quite large and its taking them onto two pages?

 
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QuickBooks Team

Is there a way to remove the 'Accepted By' and 'Accepted Date' from a Quote, my quotes are quite large and its taking them onto two pages?

Hey rizza, let me check this out for you. Give me a sec!

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QuickBooks Team

Is there a way to remove the 'Accepted By' and 'Accepted Date' from a Quote, my quotes are quite large and its taking them onto two pages?

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...

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Level 2

Is there a way to remove the 'Accepted By' and 'Accepted Date' from a Quote, my quotes are quite large and its taking them onto two pages?

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.

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Level 2

Is there a way to remove the 'Accepted By' and 'Accepted Date' from a Quote, my quotes are quite large and its taking them onto two pages?

Where you able to hide the totals?

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QuickBooks Team

Is there a way to remove the 'Accepted By' and 'Accepted Date' from a Quote, my quotes are quite large and its taking them onto two pages?

Hi gsb06,

 

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.

 

Bonny

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Level 1

Is there a way to remove the 'Accepted By' and 'Accepted Date' from a Quote, my quotes are quite large and its taking them onto two pages?

Has anyone been able to figure this out? I'd really like to take this off of the estimates.

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Moderator

Is there a way to remove the 'Accepted By' and 'Accepted Date' from a Quote, my quotes are quite large and its taking them onto two pages?

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: 

  1. Go to this link: https://quickbooks.intuit.com/app/apps/home/.
  2. Select the AU Flag from the Region drop-down list. 
  3. Type in Custom Form or Estimates in the Search box. You can also navigate the apps from the Categories section. 
  4. Choose the right app for your business.
  5. Click Learn more/Get app now
  6. Select the QBO version you're using. 
  7. Choose Connect

 

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 NameEmail, 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