cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Internal Notes to Estimates

We are using QuickBooks Enterprise and Customer Estimates.  We need to add "internal notes" on the estimate for the Service Dept. to turn into Sales Orders.   Is there a way to add "internal notes" on the estimate that will not be visible to the customer on print or email versions of the estimate?     

 

Thank you

1 Comment
Highlighted
QuickBooks Team

Internal Notes to Estimates

I'd be glad to help add internal notes to an estimate that will not show when printing or emailing printing or emailing the transaction, @TamJen.

 

To start, we can add internal notes in the memo field. Let me show you how: 

  1. Go to the Customers menu.
  2. Select Create Estimates
  3. Choose the customer's name and enter the necessary information.
  4. At the bottom, add the internal note in the Memo field.
  5. Once done, click Save and Close

Then, open the estimate and go to the Print dropdown menu and click Preview to verify if the internal note is not visible. See screenshots below.
NO.PNG

NO1.PNG

In addition, we can customize the template if you want to hide some information when printing or sending the transaction to your customer. 

Here's how: 

  1. Go to the List menu and then choose Templates.
  2. Select Custom Estimate and click Open Form.
  3. Go to the Formatting tab.
  4. Click Manage Templates and select OK.
  5. Choose Additional Customization.
  6. If you don't want the information to be visible when printing or sending an email to your customer, just uncheck the box under the Print column. 
  7. Once done, click OK.
    NO2.PNG

For additional information in personalizing your form templates, feel free to check this article: Use and customize form templates.

 

I've also added this article that can guide you to create a sales order from your estimate: Create Sales order.

 

Let me know in the comment section below if you have other queries with managing sales in QuickBooks. I'm always willing to help. Have a happy day.

Need to get in touch?

Contact us