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Estimate Template - remove "Tax Summary" field

Hello, 

Can I remove "Tax summary" field in Estimate? 

See attached reference 

Thank you 

Solved
Best answer May 31, 2020

Best Answers
Highlighted
QuickBooks Team

Estimate Template - remove "Tax Summary" field

Thanks for the screenshot, @Evamotion.

 

Yes, you can remove the tax summary field of your estimate template. Let's go to the custom form styles and edit the template from there. Let me guide you through to the steps.

 

Here's how to do it in your QuickBooks Online (QBO) account:

  1. Go to the Gear icon.
  2. Click Custom form styles.
  3. Select the estimate template you're currently using and click Edit.
  4. Go to the Content tab.
  5. Select the Footer section.
  6. Uncheck the Vat summary or Tax summary box. 1.PNG
  7. Click Done.

Here's an article you can read for more details in personalising your invoice and estimates: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, you can upload your own design of your invoice to your QBO account. I got you this article that you can guide you through the process: Uploading invoice template to QuickBooks.

 

You can always get back to me whenever you need help. I'll be around to assist you. Have a great day and keep safe!

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Estimate Template - remove "Tax Summary" field

Thanks for the screenshot, @Evamotion.

 

Yes, you can remove the tax summary field of your estimate template. Let's go to the custom form styles and edit the template from there. Let me guide you through to the steps.

 

Here's how to do it in your QuickBooks Online (QBO) account:

  1. Go to the Gear icon.
  2. Click Custom form styles.
  3. Select the estimate template you're currently using and click Edit.
  4. Go to the Content tab.
  5. Select the Footer section.
  6. Uncheck the Vat summary or Tax summary box. 1.PNG
  7. Click Done.

Here's an article you can read for more details in personalising your invoice and estimates: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, you can upload your own design of your invoice to your QBO account. I got you this article that you can guide you through the process: Uploading invoice template to QuickBooks.

 

You can always get back to me whenever you need help. I'll be around to assist you. Have a great day and keep safe!

View solution in original post

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