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Hello there, Matthew49.
While QuickBooks Online (QBO) doesn’t currently offer a built-in option to add a separate "Terms and Conditions" page to an estimate, you can easily include your terms and conditions in the Message to Customer section or directly within the estimate template itself.
Here’s how you can add your terms and conditions to an estimate:
- Go to the Gear icon and select Custom form styles.
- Find your estimate template and click Edit.
- Go to the Content tab and navigate to the Footer section.
- Add your terms and conditions text in the Message to Customer field or the footer section, depending on the length of your terms.
- Click Done to save your changes.
Your terms and conditions will now appear on every estimate you send using this template.
If your terms and conditions are lengthy, you can also attach a file (PDF or Word Doc) with the full terms when emailing the estimate to your customer.
If you need further assistance with customizing your sales forms, feel free to reach out. We’d be happy to help!
