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Level 1

Creat WORK ORDER TEMPLATE without showing prices

We just purchased the online version of QB.  I am building all the templates for our customers and employees to use.  In the past with previous versions of QB we were able to create (2) Work Order forms from the Estimate template.  One that shows rates and prices and another one without any prices at all.  We just had "Description" & "Qty" columns displayed.  I have been able to do that as well with the online version, however it will not let me remove the total price or remove the Footer part of the document at all.  Is there a way to do this with the online version??

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QuickBooks Team

Creat WORK ORDER TEMPLATE without showing prices

Thank you for choosing QuickBooks, @castlerockmike

I’m here to share some information about creating a work order template out of an estimate in QuickBooks Online.

You can customize the estimate to create two work order templates. This includes renaming one and displaying data you want such as Description, Quantity, and Rates. 

However, removing the footer section is currently unavailable. I recommend sending feedback to our developers for the inclusion of this option in future product updates. Simply click the Gear icon at the top and select Feedback.

QBO is a program that’s constantly evolving based largely on feedback provided by users. You may also send your suggestion by going to the following link: QuickBooks Online Feature Requests. I’ll make sure to do the same on my end.

For more information about customizing templates, check out the following articles: 
•    How to customize invoices, estimates, and sales receipts.
•    How to customize a standard template.

That should answer your question for today. Please let me know if you need further assistance. I’ll be more than happy to help. Take care and have a good one!

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