cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get your Payroll questions answered by a QuickBooks Product Manager here - intuit.me/31Nl3My
PMYORKS
Level 1

Setting up a custom form style Estimate. Everything works except the Terms field. I have looked in QBO EZ Maps Field Catalog and <Terms> is listed but not accepted. Help

It works fine on the Invoice custom form, only wrong on the estimate,
4 REPLIES 4
EmmaM
QuickBooks Team

Setting up a custom form style Estimate. Everything works except the Terms field. I have looked in QBO EZ Maps Field Catalog and <Terms> is listed but not accepted. Help

Hello PMYORKS

 

To confirm when you map the custom form estimate you have created there is an option to map terms to your field on your created form but it does not accept it? Could you attach a screenshot of what happens so we can investigate this?

 

Thanks

PMYORKS
Level 1

Setting up a custom form style Estimate. Everything works except the Terms field. I have looked in QBO EZ Maps Field Catalog and <Terms> is listed but not accepted. Help

Hi

Yes. <Terms> works fine in the invoice but as an import estimate it does not, even though it is listed as a field.

Import source file from word screen shot attached. Will send QB in second message.

 

Thanks

Simon

PMYORKS
Level 1

Setting up a custom form style Estimate. Everything works except the Terms field. I have looked in QBO EZ Maps Field Catalog and &lt;Terms&gt; is listed but not accepted. Help

Part 2

QB import screenshot showing QB suggestion for the terms field.

IamjuViel
QuickBooks Team

Setting up a custom form style Estimate. Everything works except the Terms field. I have looked in QBO EZ Maps Field Catalog and &lt;Terms&gt; is listed but not accepted. Help

I appreciate the screenshot you've provided, @PMYORKS.

 

The terms field is one of the customized fields when creating estimates. When creating an estimate, there's no need to add terms on it.  Since this specific field refer to the agreement between you and your customers as to when the invoice payments are due.

14.GIF

However, should want to include the Terms in importing your customized estimate template, you can assign one of the Custom fields to add the Terms.  Then, manually add the terms on it.

 

13.GIF

Know that the Community and I are always here to help if you have other questions.