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Is there any way that we can alter our Estimate Template to look this way:
Item Name | QTY | Cost | Markup | Retail Unit Price | Total Retail
We need it to show the retail unit price.
Thanks
Hi @NgateBL ,
Thank you for reaching out to the QuickBooks Community. I can suggest a few steps that you might find useful to get you back on track in no time.
Here is what you'll need to do:
At this step, you'll want to pay attention to as you would like to modify what you would like to view on your template.
However, I do hope these pieces of information help you with what you're looking for. Remember if you have more questions don't hesitate to reach out.
Have a great day.
Hi NgateBL,
It's nice to have you join us here in the QuickBooks Community! I know being able to customize your customer forms can give you the opportunity to add your personal touch while also ensuring transparency and accuracy in the information you're sharing with your customer. I can shed some further light on this.
As AshadH alludes to, QuickBooks Desktop has a number of customization options available in the program, including for estimates. It all starts by navigating to the Lists menu and then choosing Templates. From there, you'll see a number of options, and I recommend reading through the Use and customize form templates article from this forum to familiarize yourself with what you're able to do.
For what you're looking for specifically, you'll be looking at customizing the estimate using the Additional Customizations button, which then takes you to where you can adjust header, column, footer, and print settings. Click the Columns tab to see where you can rename and renumber to reorder the columns as you'd like. You'll notice there are some columns that cannot be reordered, but there are several you can move around. Once you've got everything just as you'd like, you can hit OK to save.
This should get you on track with your custom estimate template, but don't hesitate if you have further questions about working with these forms. I'm here to help however I can!
Hi:
How many columns can I add to the template?
Hi Vmgutierrez,
Thanks for joining us here. In addition to the valuable information provided above, I've found that a total of twelve columns can be added to your estimate in QuickBooks Desktop. However, if you run into any issues, please don't hesitate to contact us. Your success is our number one goal and we'd love to help!
We're always here if any other questions or concerns come to mind!
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