I want to create a template for estimates and am having problems.
First, I want the form to be titled "order" instead of "estimate" for various reasons. When I change this in the "Header" section the change does not appear on screen.
Second, I want columns for unit and total cost and unit and total price of the items listed. How do I do this? I can't seem to get the unit price to show up, even though the total price does, under "amount."
What is totally unclear is how the title of a column determines what goes in the column. I've tried using "sales price," since that's in the item definition, but that doesn't help.
Is there an explanation of this anywhere?
Welcome to the Community @byomtov,
Let me share with you some of my ideas on how to manage the template of your estimate. First, you can change the title "Estimate" into "Order" by editing the title of the header. Also, make sure to click the OK button to save the customization setting on your estimate. Follow these steps:
For your second concern, make sure to put a Sales price on the item so that the cost and rate of the item will automatically appear in the Cost and Rate column. For the last concern, the cost is the default title of the column in the template. Though it states cost in the column, the data that will pull up is the sales price of the item since estimate is a sales related transactions. However, you can change the column name on your screen and also when you print it. Here's how:
You can use these steps in your QuickBooks Desktop account, and for your QuickBooks Desktop for Mac account, you can check the QuickBooks Desktop Mac 2020 User's Guide and search for the layout designer and formatting templates and follow the steps provided.
If you'll need further assistance, feel free to leave a message in the comment section. I'll be happier to help. Take care and have a wonderful day!
Thank you, but I think you are talking about a different version entirely.
In mine I select a template from a dropdown menu at the top of the estimate and then select "Edit current template."
I am then given the option to change columns, rename fields, etc.
There is no "Title" column. Instead there is a box labeled "Header" with various fields. I typed the word "Order" in place of "Estimate," but it doesn't show on the invoice.
I do have both selling prices and costs in my items list, and the software seems to find them, since it is able to multiply both prices and costs by quantity. It shows cost, not price in the column labelled "Cost."
Just to be sure, I am using the Mac Desktop version.
Hello there, @ byomtov.
You can layout your header to your invoice template. In the Layout Designer window, you can modify the invoice's content let me show you these steps to do so:
See this article to learn more about customizing templates in QuickBooks: Use and customize form templates.
For QuickBooks for Mac user guide, check out this pdf file: QuickBooks Desktop Mac 2020 User’s Guide.
Let me know if you need further assistance in customizing your sales forms in QuickBooks. Keep safe always.
There is no "templates" item in the Lists menu.
The choices on the Lists menu are:
Chart of Accounts
Customer and Vendor Profile
I'll guide you on how to open the layout designer, Byomtov.
Just follow these steps:
You can also open the Mac user guide provided by MaryAnn_E, then search for Layout Designer.
If there's anything else that you need, please get back to this thread. Keep safe!
Thank you, but that's where I started and I can't get it to work.
I would love to see the following columns on my estimate:
Markup (in dollars, not %)
Can you tell me how to do that?
The information in the manual is not helpful.
I can see that my colleagues have previously shared steps on how you can customize your template, @byomtov.
Since you're still unable to create the estimate based on the information that you've provided, I would recommend reaching out to our phone support. They'll walk you through on how to edit the current template and guide you on how to add the columns that you've mentioned above.
Here's how you can reach out to them:
If you need more help regarding other tasks in QuickBooks Desktop for Mac, you can check our articles here. Make sure that the topic is set as "QuickBooks Desktop for Mac."
Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.
Thanks for reaching back out to the Community. Since you're having trouble getting in touch with our Customer Support Team, I'll send you a private message with additional information that can get you in contact with them. Here's how to go to your messages within the Community.
If you have any trouble along the way, just let me know. Have a great day!