Hello there, Dave. We acknowledge your needs and are here to assist you in customizing the settings to align with your preferences.
To adjust the settings on estimates in QuickBooks Online so that customers cannot view the rates when the estimate is sent as a link for approval, you can personalize your sales forms. This way, you can decide what information your customers see. Let me guide you how.
- Go to the Gear icon and select Custom form styles.
- Click the New style dropdown button and choose Estimate.
- Open the Content tab and select the second window (Table).
- Under the COLUMNS section, untick the Quantity and Rate checkboxes.
- Click Done.
Once you've made your templates, you can easily find them at the top of the list. Their names will include the date you created them. After that, you can use them when producing your i estimates. Here's how:
- Go to the +New button and choose Estimate.
- Fill out the necessary details.
- Select the Customize button at the bottom of the form and choose the template you created.
- Click Save and send, then Send and close.
Additionally, I'd recommend this resource you can browse just in case you want to personalize the appearance and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
In case you want to create templates for recurring transactions, I've included this guide to help you handle these entries: Create recurring transactions in QuickBooks Online.
If you have any other concerns besides removing rates from your sales forms, feel at ease to add a reply. We're always glad to help. Have a great day!