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midasmouse
Level 1

Job information on estimates and invoices

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.

4 Comments 4
Anonymous
Not applicable

Job information on estimates and invoices

Hi there, midasmouse.

 

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.

 

jprefect
Level 1

Job information on estimates and invoices

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".  

 

- Jeff

 

qickbooks 2016 for mac

Charies_M
Moderator

Job information on estimates and invoices

Hello there, jprefect.

 

Thanks for joining this thread. Let's get this straightened out. 

 

If you desire to add another date field for last date to cancel, you have the option to add another column in the Estimate window. I'd be glad to walk you through on how to do it:

  1. Go to List.
  2. Click Item List.
  3. Choose any item.
  4. Click Custom Fields.
  5. Click Define Fields.
  6. Enter a Label for Last date to cancel.
  7. Click OK.

Once done, you can customize your data layout for the newly added label to show on the columns of your estimate.

 

Here's how:

  1. Open the Estimate.
  2. Click Customize Data Layout.
  3. Click Columns tab.
  4. Check the box for Last date to cancel.
  5. Click OK.

 

Your estimate window should now look like this.

In case you need help from a live support, I recommend calling our QuickBooks Desktop Mac Support. They'll be able to guide you through the whole process.

 

Here's how you can contact our phone support: 

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Mac Desktop.
  3. Type-in Technical Support on the search bar.
  4. And click Get the Phone number below. 

Let me know if you meant something else or if you have follow-up questions about this. I'm always around to help.

qbteachmt
Level 15

Job information on estimates and invoices

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.

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