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Level 1

How do I delete an estimate template? I can edit it under the Reports menu, but can't delete it.

I created this as a test using the "make recurring" option when creating a new estimate. It has no invoices tied to it.
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QuickBooks Team

How do I delete an estimate template? I can edit it under the Reports menu, but can't delete it.

It's great to have you here, @eric24.

 

I can definitely walk you through deleting your invoice templates.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Custom Form Styles
  3. Locate the estimate template you want to delete.
  4. From the ACTION column, click the drop-down arrow.
  5. Choose Delete.
  6. Click the Yes, delete this style option to confirm the action.

 

Once deleted, the previous invoices in which the deleted invoice template was applied will still retain its formatting and style. 

 

Also, I've added these articles to help you in adding a personal touch to your sales forms:

 

Get back to us here if you have other questions about managing your invoice templates and other sales forms. I'm always here to help.

 

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