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Level 1

Estimate template customization

Hello QB community,

 

I'm looking for the coded/back-end document of the modern estimate template in QBO. Reason for this is that I want to make a few important changes to the modern version to style it the way I need to without having to start from scratch and spend hours on on building the estimate's coding/back-end myself.

 

Changes Im looking to add are making bold point forms to distinguish the line items, spacing the line items to make estimate more appealing to the customers, etc. 

 

Here is a pdf file of the modern template I'm referring to

3 Comments 3
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QuickBooks Team

Estimate template customization

Welcome to the Community, @Ali Haider Ali.


We're unable to share the coded or back-end document of the modern estimate template from QBO. Although, you can download the import guide or download the sample DOC file of the estimate template. I'd be glad to share with you the steps.

First, let's turn on the Import Style feature. 

 

  1. Go to the Gear icon.
  2. Select QuickBooks Labs.
  3. Turn on Import Style.

 

Then, let's download the sample template from the program. This way, you'll be able to see and learn how to design your custom form.

 

  1. Go to the Gear icon and select Custom form style.
  2. Choose Import style from the New Style drop-down arrow.
  3. Select Estimate and click Next.
  4. Click the Download import guide link.
  5. Open the downloaded SampleDocument.zip file.

For more details, check out this article: Import custom form styles.

You can check our Apps Store to check the QuickBooks supported apps that suit your business needs. You can review the product and see its ratings and reviews as well. 

 

Here's how:

  1. Go to the QuickBooks Apps store.
  2. Type in "customize" in the Search field.
  3. Choose an application to read its overview.
  4. Click Get app now to process your order.

Let me know if you have further questions. I'd be glad to help you some more. Stay safe.

Highlighted
Level 1

Estimate template customization

I have still not figured it out. Do you know where I can get the modern estimate template's word document coding/back-end. This way I can quickly add the little changes I want to make.

 

Let me know, Thanks!

Highlighted
QuickBooks Team
QuickBooks Team

Estimate template customization

Thanks for coming back, Ali Haider Ali.

 

Intuit doesn't recommend any modern estimate template or where to find them. You'll want to check online for a coded/back-end document of the modern estimate template.

 

Once you have it, just customize the template and import it in QuickBooks Online (QBO). For more details about this one, check out this article: Import custom form styles for invoices or estimates.

 

I have a link here that provides you with articles about managing estimates: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/estimates/08?product=QuickBook....

 

Fill me in if you need a hand with running the customer's report or any QBO related/. I'll be here to help. Keep safe and healthy.

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