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Can I design an estimate that does not total each line item at the bottom... Just need single line amounts across without total at bottom. Thanks Scott

 
5 Comments
QuickBooks Team

Re: Can I design an estimate that does not total each line item at the bottom... Just need single...

Hi scottmbowles,

 

As of now, QuickBooks Online doesn't have an option to design an estimate without a total amount. 

 

As a workaround, you have the option to create and import your own form style using an MS Word. Let me show you how.

 

First, we need to turn on this feature. Here's how:

 

    1. At the top right corner, click Gear icon.
    2. Select QuickBooks Labs.
    3. Scroll down the screen and toggle the switch for Import Style to On.
    4. Select Done.

 

Then, design your own template in an MS Word file. Once done, you can import it to QuickBooks. Here's how:

 

    1. At the top right corner, click Gear icon.
    2. Under Your Company, choose Custom Form Styles.
    3. Click the New style drop-down.
    4. Choose Import style.
    5. Click the drop-down under Select a form type, choose estimate.
    6. Click the link Download a sample, and make your own import form style.
    
After uploading the form style, you can print the estimate without the total amount.

 

Also, I suggest sending feedback to our engineering team by going to the Gear icon, then selecting Feedback. This way, they can consider adding this feature in our future updates.

 

Please let us know if you have any other concerns. Have a good one.

Level 1

Re: Can I design an estimate that does not total each line item at the bottom... Just need single...

I would just like to add, that this is a very important tool in the service industry. While my business is still new (within its first year). I find it frustrating and offensive that apps like Joist offer this simple toggle switch yet a company like Intuit can not seem to integrate a solution. 

I also want to be able to add a small contract, and or other notes other than the generic line item layout. When estimating a job, I do not want them to feel like they are looking at some crazy bill.
If I am putting in an estimate at a high rise apartment building with 10 floor plans.  And they want pricing on painting, cleaning, and or tile/flooring. It looks VERY unprofessional to make that list then at the bottom it has a 6 figure number and i have to explain how there's no way to send an estimate without it . 

Now i realize I can integrate Joist with quick-books and so on, but this is basic functionality that needs to be implemented ASAP. 

If i grow at the rate I am, I will need to find a different service that can handle my needs without 5 to 10 add-ons. And i spoke with a representative with Oracle Suite just a week ago.

Intuit, I hope your looking at your customers needs. 

Level 1

Re: Can I design an estimate that does not total each line item at the bottom... Just need single...

Agreed. It makes no sense that this simple customization is not allowed.


Also you should integrate google fonts so we have a few more design choices.

Level 1

Re: Can I design an estimate that does not total each line item at the bottom... Just need single...

 
QuickBooks Team

Re: Can I design an estimate that does not total each line item at the bottom... Just need single...

Thank you for joining the thread, @Tom P.

 

I can see the importance of having a feature to create an estimate without a total amount. However, you can create your own template in an MS Word file and import it to QuickBooks. You can follow the steps provided by @Mark_R

 

For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

 

Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day. 

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