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1) I want to export my estimate to excel
2) I want to take off the rate and total column from my screen
Can anyone help me, please?
Hello there, Candy Land.
It's my pleasure to assist you today.
You can run a report for Transaction Detail by Account and filter the Transaction Type to show only the estimates and the Posting status to non-posting.
On the other note, there isn't an option to remove the rate and the total column from your Estimate screen. I'd suggest sending a feature request to have this option added in QuickBooks Desktop.
To check for the new available features in QuickBooks Desktop, you can follow the steps below:
For additional help, feel free to reach out to our QuickBooks Desktop Support. They'll be able to guide you through the whole steps.
Please let me know if there's anything else I can help you with. I'm always here to further assist.