Customizing Estimates with multiple headings?

rem179 · ‎April 17, 2020

Is it possible to upload a customized estimate that allows you to break up items by sections or heading? Or can you only have one list?

We typically send out estimates with costs broken into three headings (we're a video company, so the headings are pre-production, production and post-production) and I would love to be able to replicate this in QBO. I have a strong suspicion it's not possible, because most things are not possible in QBO, but thought I'd ask and see if it's even worth it to try and create a custom estimate or continue to make them outside of QBO. Thanks.

Mark_R · ‎April 17, 2020

Hi there, @rem179.

At this time, customizing estimate templates to break up items by heading isn't available in QuickBooks Online. Though, you can consider importing and designing custom form styles for your estimates. However, it depends on the fields you're trying to add.

I can see how beneficial it is for you and your business to customize estimates with multiple headings. But I want to let you know that your voice matters and I'm submitting feedback directly to our product engineers for consideration.

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and be safe.

Topics

Training

Community

Resources

Customizing Estimates with multiple headings?

Customizing Estimates with multiple headings?

Need to get in touch?