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D
Denisplpro
August 20, 2022
Question

Estimates

  • August 20, 2022
  • 1 reply
  • 0 views

When I create an estimate with material and labor, when I go to e mail it in the preview it only shows the total amount so the customer can't see the breakdown, how do I fix this?

1 reply

A
AbegailS_
Level 6
August 20, 2022

Let's make sure estimates breakdown show on your email, Denisplpro.

 

Sometimes, you may encounter possible data issues in QuickBooks Desktop. You'll want to use the Repair Data tool to fix it. But before that, make sure to update QuickBooks to the latest release. Once done, here's how to repair your company file:

  1. Go to the File menu, then hover over Utilities and select Rebuild Data.
  2. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
  3. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
  4. When the tool finishes, select OK.
  5. Go to the File menu. Then hover over Utilities and select Verify Data.
  6. Let the tool check your file for data issues.

 

If you're still having trouble, you can proceed to other solutions from this article: Fix Data Damage On Your QuickBooks Desktop Company File. Furthermore, here's are some of the common errors you may see in QuickBooks. Learn from this article for your reference: Fix Common Problems And Errors With The QuickBooks Desktop Tool Hub.

 

Keep me posted if you have any questions about your estimates. I'll be right here to help you all the time.

D
DenisplproAuthor
August 22, 2022

0 errors in the data rebuild, still having the same issue.  Not sure if there is a setting that needs to be turned on or off?

Thank you!

M
MirriamMQuickBooks Team
QuickBooks Team
August 22, 2022

Hello there, @Denisplpro.

 

I want to ensure your customer can see the breakdown of the estimate you've emailed to them. To do so, let's verify if the Screen and Print boxes under the Footer section are checked.

 

Here's how:

 

  1. On your QuickBooks Desktop account, go to Lists.
  2. Select Templates.
  3. Locate and click your estimate template to open.
  4. In the Basic Customization window, click the Additional Customization button.
  5. Select the Footer tab.
  6. Put a checkmark on the Screen and Print check boxes for the breakdown you want to show.
  7. Click OK to save your customization.

 

For more information on personalizing your forms, visit this resource: Use and customize form templates.

 

For an additional guide, while modifying email templates when sending messages from QuickBooks, you can also open this link: Create custom email templates in QuickBooks Desktop.

 

Please know you can continue to reach me here with any additional questions. I'll be around to provide further assistance. 

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