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rcscleaningco@gm
Level 1

Hello I need help adding a message to the display on my estimates

I’d like to add note to display on my estimates
3 Comments 3
JessT
Moderator

Hello I need help adding a message to the display on my estimates

Hi rcscleaningco,

 

Thank you for reaching out to us. I'll help you with putting a message on your estimate.

 

To do this, you can create a template for estimates where you can add a message to. This way, the message will preload every time you create a transaction. Here's how to do it.

 

  1. Click the Gear icon.
  2. Choose Custom form styles.
  3. Click New style and select Estimate.
  4. Click the Content bar.
  5. Choose the Total section on the previewed form on the right.
  6. Enter your message in the box for messages.
  7. Click Done.

 

You can also check more about customizing an estimate form for your additional reference.

 

Let me know if you have other questions in mind. Take care and have a good one!

rcscleaningco@gm
Level 1

Hello I need help adding a message to the display on my estimates

Yes, thank you. 

QueenC
Moderator

Hello I need help adding a message to the display on my estimates

Thank you for reaching out and expressing your gratitude towards our colleague for providing a solution to your QuickBooks-related concern. We're delighted to hear that our colleague was able to assist you effectively.

 

Here in Community, we strive to provide exceptional support to our customers, and we want you to know that we're always here to back you up in the Community whenever you have any further QuickBooks-related concerns or need assistance with tasks. Our dedicated team is committed to ensuring your success and satisfaction.

 

Please don't hesitate to reach out to us anytime you need help or have any questions. We're here to support you every step of the way.

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