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Vulpes Hardware
Level 2

Viewing Item Cost from within Estimate.

How do I make it so that I can see the ITEM COSTS inside the Estimate screen?

 

If it's not possible to see the item costs on the Estimate window, is there any way to quickly access the EDIT ITEM window from within the Estimate screen so that I can access the item cost there, without having to separately navigate to the item on the PRODUCTS AND SERVICES page at the same time?

 

I incorrectly priced 1,500 items and I'll have to fix them as I'm making the estimates since there's no batch price adjustment feature, and I'm trying to find the most efficient way to do that as I move forward without having to have two tabs/windows up at the same time.

14 Comments 14
ZackE
Moderator

Viewing Item Cost from within Estimate.

Thanks for reaching out to the Community, Vulpes Hardware.
 

You can see an item's amount on estimates when editing them.
 

Here's how:

  1. In your left navigation bar, go to Sales.
  2. Access the All Sales tab.
  3. Use your Filter ▼ button and change the type to Estimates.
  4. Hit Apply.
  5. Find one of your appropriate estimates, then click its record to open the edit screen.
  6. In your PRODUCT/SERVICE column, choose an item to identify its cost. This will be displayed in the RATE and AMOUNT column's fields.


After verifying how much an item costs, you can delete it from your estimate if necessary by using its Trash Can (🗑) icon.
 

As for editing how much an item costs your business, this can only be done by accessing it on the Products and Services screen, locating your product, then selecting Edit under its ACTION column. From the Product/Service information window, you'll be able to update an item's Cost field. Be sure to click Save and close when you're finished making changes.


I've additionally included a couple detailed resources about working with estimates and item costs that may come in handy moving forward:


I'll be here to help if there's any questions. Have an awesome Friday!

Vulpes Hardware
Level 2

Viewing Item Cost from within Estimate.

Yeah that shows the price the customer pays, there's indeed no way for the Estimate screen to show me what my business' cost for the item is? How much I paid for it? Without going into the Products and Services screen, that is.

ReymondO
Moderator

Viewing Item Cost from within Estimate.

Thanks for getting back to us, @Vulpes Hardware.

 

Yes, you're right. For now, the option to show the item cost inside the estimate window is unavailable in QuickBooks Online (QBO). 

 

Although, you can still see the item's amount on estimates when editing them. 

 

You can also export the product and services list to Excel. Then, create a separate window so it would be easy for you to locate the item's cost. Simply press Ctrl + F from the Excel window and search for the item to easily find it.

 

To print the product and services list, simply follow these steps:

 

  1. Go to Sales and select Products and Services.
  2. Click the Export to Excel button.

 

In addition, you can personally send this suggestion to our Product Developers team inside QuickBooks. This way, they can review your request and help improve your experience in QBO. Here's how:

  1. Select the Gear icon at the top, then  click Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

feedback.PNG

Moreover, you can track feature requests through the QuickBooks Online Feature Requests website.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response.

link
Level 2

Viewing Item Cost from within Estimate.

It is unbelievable that QB would have taken this away from years of desktop Versions.  This is a vital component of estimating any project, and will prevent our company from upgrading to the Online Version.

Angelyn_T
Moderator

Viewing Item Cost from within Estimate.

I appreciate your insights about this matter, @link.

 

The option to add the business cost of an item on an estimate is not yet an option in QuickBooks Desktop (QBDT) or Online (QBO). You can input the amount or price the customer pays on the Costs column for QBDT and Rate for QBO. As a workaround, you can enter the item's cost in the Description column.

 

It's my priority to help you with adding the business cost on the Estimate screen. Thus, I recommend sending your feedback to our product developers. Rest assured our they are working nonstop to enhance the product and deliver the best experiences for all QuickBooks users. 

 

Here's how:

 

  1. Open your QBDT file.
  2. Go to the Help menu, then click on Send Feedback Online.
  3. Tap on Product Suggestion.
  4. Enter your suggestion, then click on Send Feedback.

 

Your valuable feedback goes to our product development team to help improve your QuickBooks experience. 

 

When you're ready to upgrade to QBO, you can choose a plan that fits your business needs from this link: QBO Plan and Pricing.

 

On the other hand, you can check out the topics from these links for more tips about estimates and other customer transactions:

 

 

If you have any other follow-up questions about QuickBooks or estimates, please let me know by adding a comment below. I'm always here to help. Keep safe!

link
Level 2

Viewing Item Cost from within Estimate.

Thanks Angelyn - 

 

We are using Desktop - 2016 for MAC and it works fine.....QB Users for over 15Years.  We'll wait to upgrade.

WiseRVGlass1
Level 1

Viewing Item Cost from within Estimate.

Is there an available QB option that does have this feature currently?  I know I am late to this post but I use QBO and had the same question. 

ShiellaGraceA
QuickBooks Team

Viewing Item Cost from within Estimate.

Thanks for joining us here, @WiseRVGlass1.

 

I have some information about viewing the item's cost on the estimates. At the moment, we're unable to view the item's cost within the estimates. You'll want to pull up two reports (Estimates by Customer and Product or Service List). Then, export both reports. This way, you can add a column for the cost manually.

 

Let me guide you how to do it:

  1. Go to Reports.
  2. Enter Estimates by Customer.
  3. Change the Report period and then tap Run report.
  4. Select the Export icon beside the Printer icon.
  5. Follow the rest of the steps that'll guide you through the rest.

 

 

 

After exporting the Estimates by Customer report, pull up the Product or Service List report and follow Step 3 above to export.

 

Once done, you can now add or merge the cost column from the spreadsheet. See this article for more information about: Export your reports to Excel from QuickBooks Online.

 

Here's a link that'll help you manage reports in QuickBooks online: Create and manage reports.

 

Feel free to leave a comment below if you have other questions or concerns with estimates. I'll be around for you. Take care and have a great day ahead.

Cden73
Level 2

Viewing Item Cost from within Estimate.

Did quickbooks make it possible to view item cost from the estimates window yet? It's been 2 years since this support forum was started and there haven't been any groundbreaking updates...

FritzF
Moderator

Viewing Item Cost from within Estimate.

Hi, Cden73.

 

Currently, the ability to view item cost in the Estimate window is still unavailable in QuickBooks Online (QBO).

 

In the meantime, you can utilize the workaround provided by my colleague above to run the Estimates by Customer and Product or Service List. Then, export these reports to Excel and customize from there to add the item cost.

 

Here's how:

 

  1. In QBO, go to the Reports.
  2. Enter Estimates by Customer or Product or Service List.
  3. Change the Report period and then tap Run report.
  4. Click the Export icon beside the Printer icon.
  5. Choose Export to Excel in the dropdown.

 

I can see how having this option would be helpful for you and your business. We greatly appreciate your input and would be delighted to hear your feedback. I suggest providing your thoughts and suggestions to inform our engineers about the specific feature you require. This will enable them to consider incorporating it into future updates.

 

Here's how to submit feedback:

 

  1. In QBO, go to the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

You can track feature requests through the QuickBooks Online Feature Requests website.

 

I'm also adding this article that tackles managing estimates for future reference: Create and send estimates in QuickBooks Online.

 

Please leave a comment below if you have additional questions about this or anything else. I'll be here to assist. Take care.

Lenz Plumbing
Level 1

Viewing Item Cost from within Estimate.

Have already provided feedback on this matter but seeing how much time has pass and Quickbooks online has still not done anything, I will have to cancel my Quickbooks online account and switch back to desktop. However desktop doesn’t meet my mobile needs so I will be looking for and finding new accounting software that does.  Been a quickbooks customer for a longtime but no longer.  Doesn’t seem like a hard thing to upgrade to add cost, markup percentage, then rate to Quickbooks online and have estimate form mirror desktop. 

HH9284
Level 1

Viewing Item Cost from within Estimate.

this company is a bunch of morons. 

 

we were forced to go online. 

 

all I do is create estimates. all day!!!

 

I can't see our cost of each item and our markup. are they insane!!!!!!!

HH9284
Level 1

Viewing Item Cost from within Estimate.

what did u do??? because I can't live like this. I can't work!!!

Erika_K
QuickBooks Team

Viewing Item Cost from within Estimate.

Having the option to view item costs and markup within estimates is crucial for enhancing your business workflow since you regularly work with estimates, HH9284. I am here to make sure your ideas are not only heard but also valued.

 

I recommend submitting a feature recommendation about having this functionality. Your input helps us address any issues you may have encountered, contributes to improving our products, and guides us towards our development process and ensuring that we deliver the best possible experience to all our customers.  

 

I'll show you how you can send one: 

 

  1. Locate the Gear icon.
  2. Under Profile, choose Feedback.
  3. Enter your feedback suggestion.
  4. Hit the Next button.

 

In the meantime, I recommend utilizing the workaround suggested by my colleague to access the Estimates by Customer and the Product or Service List. You can then export these reports to Excel and customize them to include item costs.

Finally, I’ll share some valuable articles to guide you in turning an estimate into an invoice and personalizing your sales forms or adding specific information: 

 

 

I’m here to assist you with any concerns regarding customizing your estimates or other sales-related topics. Hit the Reply button and I'll circle back to assist you.

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