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devinmfmh
Level 1

Show Sales Price on Estimate Form

I want to show our sales price/unit on our estimate screen in QB. Currently it only shows our cost and total sales price with markup.

What's weird is on the custom form to send to customers I made it allows me to show sales price/unit but not on the entry screen.

See the attached. "UNIT PRICE" is actually our unit cost. We want it to show our unit sales price. I don't see any where that I can add sales price/unit.

QBUnitPrice.png Capture.PNG

4 Comments
CharleneMae_F
QuickBooks Team

Show Sales Price on Estimate Form

I'm here to help you add sales price in the estimate form, devinmfmh.

 

The price per unit is available in the Amount column of QuickBooks Desktop. Let's customize the template and rename it as Sales Price.

 

Here's how:

 

  1. Go to the List menu.
  2. Select Templates.
  3. Locate your estimate template that you'd like to edit.
  4. Double click to open.
  5. Click on Additional Customization.
  6. Choose the Columns tab.
  7. On the Amount field, enter Sales Price.
  8. Click OK, then OK.

 

I'd recommend checking out this article for further guidance with the process: Use And Customize Form Templates.

 

You can also customize your email templates and use them to send messages from QuickBooks. This helps you add the details you'd like to include.

 

Please reach out on this thread if you need help in managing your sales transactions. I'm always here to back you up.

devinmfmh
Level 1

Show Sales Price on Estimate Form

The amount column is showing the total cost before markup, not unit sales price. Our cost for that item is 22.25, our sales price is 34.75. I want to be able to see the unit sales price. QBUnitPrice.png

devinmfmh
Level 1

Show Sales Price on Estimate Form

That didn't work. The "Amount" column shows our total cost, not the unit sales price. The item in the attached has a cost of 22.50 and a sales price of 34.75QBUnitPrice.png

Jovychris_A
QuickBooks Team

Show Sales Price on Estimate Form

Hi there, @devinmfmh.

 

I'll add some information about showing sales price on estimate.

 

Currently, the sales price per item isn't seen in the estimate window or form. Only the total price of each unit (sales price x quantity) can be shown for now. You're correct that it only shows our cost and total sales price with markup.

 

In the meantime, you can follow the steps shared by my colleague, CharleneMae_F. By changing the column name to a more specific one like, for example, total unit price or unit total cost.

 

I understand how the column you're looking for is beneficial to your estimates. We take your insights as a guide on which area of the product we should improve. I’ll submit feedback on your behalf about this feature for consideration in future updates. You can also submit a feedback by going to the Help menu and then select Send Feedback Online for Product Suggestion.

 

For the latest features being worked out, please visit the QuickBooks Blog page. It also displays news updates related to the QuickBooks product.

 

If there’s anything else I can help you with customizing templates, feel free to place a comment. I’ll be right here ready to help. Have a good one.

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