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Level 1

How to add a recurring line item to an Estimate saved as a template?

I know you can create templated recurring invoices, but I need to be able to include a standard flat fee on every Estimate my client sends, and there's no current way to do that from what I can tell.

 

We currently use Projects to group together all estimates, invoices, purchase orders, etc. for each customer's job (my client is an Interior Designer). Because of this, it's important for us to be able to "Add to Project --> Estimate" and that THIS estimate be the one with this recurring line item. Recurring Estimates can't be chosen from here, and my client gets confused. 

 

I would like to add her flat fee to start any project to appear in ALL ESTIMATES as a reminder for it to always be included. Is there any way to do this?

Solved
Best answer February 12, 2019

Best Answers
Anonymous
Not applicable

How to add a recurring line item to an Estimate saved as a template?

Hi there, TaxedFaerie.

 

Let me help share some information about adding a recurring line item to an estimate.

 

At this time, we don't have the option in our settings yet to include a default item every time you create an estimate. We can either pre-fill forms previously entered or use the unscheduled recurring template.

 

It would be a great add-on to our feature if we could include this kind of option to remind all estimates that a certain fee should be included. I'd suggest sending feedback to our product developers so they can consider this in the future update.

 

You can send your feedback directly to this link: http://feedback.qbo.intuit.com.

 

If you need help in the future, we've recently updated our support experience. You can reach our support team by signing in to your account, select the Help icon and then click the Contact Us.

 

 

 

You can also reach out to me again if you have other questions about your estimates. I'm here to help.

View solution in original post

3 Comments
Anonymous
Not applicable

How to add a recurring line item to an Estimate saved as a template?

Hi there, TaxedFaerie.

 

Let me help share some information about adding a recurring line item to an estimate.

 

At this time, we don't have the option in our settings yet to include a default item every time you create an estimate. We can either pre-fill forms previously entered or use the unscheduled recurring template.

 

It would be a great add-on to our feature if we could include this kind of option to remind all estimates that a certain fee should be included. I'd suggest sending feedback to our product developers so they can consider this in the future update.

 

You can send your feedback directly to this link: http://feedback.qbo.intuit.com.

 

If you need help in the future, we've recently updated our support experience. You can reach our support team by signing in to your account, select the Help icon and then click the Contact Us.

 

 

 

You can also reach out to me again if you have other questions about your estimates. I'm here to help.

View solution in original post

Level 1

How to add a recurring line item to an Estimate saved as a template?

Has this feature been added yet? This is important to us. We have clients that sign up for the same services each time and adding 21 line items to each estimate is a lot of extra work. Creating templates for estimates that you can create based on what program a client signs up for would be a great add.

Moderator

How to add a recurring line item to an Estimate saved as a template?

I have another way to add recurring estimates to your projects, TiffanySage.


Instead of creating the estimate on the Projects page, you can create a recurring estimate and select the project on the Customer field. This way, you can add multiple line items.

Here's how:

  1. Click the Gear icon.
  2. Select Recurring transactions.
  3. Click New, select Estimate, then click OK.
  4. On the Customer field, select the project under the customer.
  5. Add the information needed, and the line items.
  6. Click Save template.

This will be added to the customer's Project once the transactions recur.

 

Here's an article to learn more about Projects in QBO: Set up and create projects in QuickBooks Online.

 

Stay in touch with me if you need anything else.

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