I've entered job information, but I cannot find out how to display that information on estimates and invoices. As a workaround I've created custom fields for a 'start date' and 'end date', but since these are already part of the job information, I figure there has to be a better way?? Thank you.
You can display the job information by entering at the top where you enter the customer's name. If you're creating an estimate or an invoice for a job, you'll need to choose the job name instead of the customer. Anyways, a jobs is always associated with a customer.
You can also share your preferred way of displaying job information to our developers by sending feedback. Just click QuickBooks at the top and select QuickBooks Feedback from the drop down.
You can always add a comment below if there's anything else you need with QuickBooks Online. We're here to help however we can.
I have the same question, and this reply didn't answer it.
I need start and end dates on my estimates as a legal requirement in CT. (Plus a calculated date field called "last date to cancel" that is 3 business days from proposal date) I can't use quickbooks to generate legal contracts without them.
I've entered this information into the customer:job info but the fields I'm allowed to add to an estimate template are extremely limited. there's only one date option, for example, "Date".
You typically want Header Fields, not Columns, for the info related to that Estimate. You should see, for instance, Due Date, which you can relabel as Start Date or as Est Expires. In my estimate, I have a text box that reflects the Estimate is no good after X days from the Estimate's date, if not signed and returned.