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Nmpco
Level 1

Prices not carrying to Estimates

I've set up my items in inventory with a sales price.  Unfortunately, when I create an estimate and select an item, the sales price doesn't carry over with the item.  Am I overlooking something?

6 Comments 6
JenoP
Moderator

Prices not carrying to Estimates

Good day! I'm joining you here to offer my help about sales amounts, Nmpco.

 

The sales price of the item should automatically show up when creating estimates or any other types of sales transactions. I'll share steps on how to resolve common program and data issues that might have caused the amount to not carry over. 

 

First. make sure that your QuickBooks is on the latest maintenance release. Here's how:

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Proceed to the Update Now tab. Then, check the Reset Update box.
  3. Click Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.

 

update.PNG

 

Second, use the QuickBooks Tool Hub or repair the software in case you're still getting the same issue. Similar to updating to the latest release, this tool also resolves common errors and unexpected results when working in the program. Here's how to use it: 

 

  1. Close QuickBooks.
  2. Download the most recent version (1.5.0.0) of the QuickBooks Tool Hub
  3. Open the file you downloaded (QuickBooksToolHub.exe). You can look it up in your Downloads folder or in the location you selected when you downloaded it. 
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. Once done, double-click the icon on your Windows desktop to open the tool hub.
  6.  Once opened, look for Program Problems, then select Quick Fix my Program.
  7. Start QuickBooks Desktop and open your data file.

 

tool hub.PNG

 

Let me share these articles as well for more details and references:

 

 

After all the steps are completed, create an estimate to check if the sales price is already showing up automatically. 

 

Don't hesitate to get back here and let me know if that resolves the issue. The Community is always here of you have more questions for us. 

Nmpco
Level 1

Prices not carrying to Estimates

I have followed your update and repair instructions, but I still do not get the pricing to populate.  I'm not sure if I'm missing something in the item setup, such as does the Unit of Measure have to be enabled?  I didn't see a good video on setting up items, so it's possible I have something not setup correctly.

Nmpco
Level 1

Prices not carrying to Estimates

I've figured it out.  The video does not show that you need a "Unit Cost" when using inventory items in order for the price to populate.  This solves my issues. 

JonpriL
Moderator

Prices not carrying to Estimates

Glad you've managed to solve the puzzle, @Nmpco.

 

I'm happy you've identified why the sales price of your inventory items is not showing up when creating estimates and managed to populate them correctly after typing in the corresponding unit costs.

 

As always, let us know in the comments below if you have any other QuickBooks concerns. The Community space got you 24/7. Take care and have a good one!

Valorlando
Level 2

Prices not carrying to Estimates

This actually doesn't work - seems to be a major bug in the program that needs to be fixed ASAP

The Estimate/Quote should display on the screen both the Sales Price, and the Cost (our Cost)

and simply displays both as the Cost.  Let's get this fixed Programmers!!

Clark_B
QuickBooks Team

Prices not carrying to Estimates

Hello there, @Valorlando.

 

I've seen that you've posted twice in this forum with the same concern. Don't worry, my colleague has already provided a solution for you to see the sales price and cost of your item. Feel free to visit this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-the-estimate-template-sa...

 

I'll also add this article to guide you on how to customize form templates: Use and customize form templates.

 

Return to this thread if you have further concerns about the estimate template. I'll be here to help you in any way I can.

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