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Evamotion
Level 2

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Solved
Best answer February 05, 2020

Best Answers
AlcaeusF
Moderator

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

I'm glad to see you getting back to us here in the Community, @Evamotion.

 

When adding these fields using the Airy new template, making changes to the existing texts is unavailable. I suggest utilizing the Footer field to add the extra information you need for the estimate.

 

Here's how:

 

  1. Click the Gear icon and select Custom Form Styles under Your Company.
  2. Search for the template, then choose Edit below.
  3. Go to the Content tab.
  4. Hit the pencil icon in the bottom-right corner. 
  5. Add extra details in the field below Add footer text
  6. Tick Done.

For future reference, please visit the Customize invoices, estimates, and sales receipts in QuickBooks Online article. It contains detailed instructions about personalizing custom templates.

 

Leave me a comment below if you have any other questions or concerns. I'm here ready to help and make sure you're taken care of. Have a good one.

View solution in original post

12 Comments
Candice C
QuickBooks Team

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Hey there, @Evamotion.

 

Thanks for dropping by. It's always great to see someone new in the Community. Helping out with Estimates are my specialty.

 

The way to have this feature available to you is to create or edit a custom form style for an Estimate. Here's how:

  1. Go to the Gear icon.
  2. Under "Your Company," choose Custom Form Styles
  3. Click on the form you would like to change or create a new one by clicking New Style, then Estimate.

 

      4. Select Change up the template to change the layout of the Estimate.

 

 

      5. The only template that allows "Accepted by & Accepted Date," is called Airy New. Tap this template and you'll be able to see the feature.

 

 

Note: If you'd like to add or switch up a few texts in the Estimate you can do so by selecting Content, then click the Pencil (Edit) icon in the top right-hand corner of the box.

 

 

If you'd like to learn more about Custom Form Styles, you can check out this link.

 

Thanks for being part of the QuickBooks family. If you need further assistance, don't hesitate to ask. Happy Wednesday!

Evamotion
Level 2

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Hello @Candice C , 

Thank you for your quick replay! It looks like I don't have control to change mentioned text ""Accepted By" and "Accepted Date"). 

I would like to add or edit existing text. For example:
Edit text line to "Accepted Date & Signature" 
Add text line: "Signature and Stamp" 

Let me know if this is possible? 

Thanks 

AlcaeusF
Moderator

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

I'm glad to see you getting back to us here in the Community, @Evamotion.

 

When adding these fields using the Airy new template, making changes to the existing texts is unavailable. I suggest utilizing the Footer field to add the extra information you need for the estimate.

 

Here's how:

 

  1. Click the Gear icon and select Custom Form Styles under Your Company.
  2. Search for the template, then choose Edit below.
  3. Go to the Content tab.
  4. Hit the pencil icon in the bottom-right corner. 
  5. Add extra details in the field below Add footer text
  6. Tick Done.

For future reference, please visit the Customize invoices, estimates, and sales receipts in QuickBooks Online article. It contains detailed instructions about personalizing custom templates.

 

Leave me a comment below if you have any other questions or concerns. I'm here ready to help and make sure you're taken care of. Have a good one.

View solution in original post

Evamotion
Level 2

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Thank you for the solution! That will do the job. 

I have another question. Let me know if I should remove this from here, and crate another topic. 

Creating new Estimate or Invoice I have "Sales Location" field that it is not useful and it looks like it does not appear anywhere. Is there a way to remove it? 

Thanks  

Tori B
QuickBooks Team

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Good morning, @Evamotion.

 

Nice to see you here in Community. I'm happy to assist you with removing the sales location tag from transactions.

 

 

Here's how:

 

1. Go to the gear icon and choose Account and Settings.

 

2. Click the Advanced tab and go to categories.

3. Click the pencil icon to the left, and uncheck the box to turn off the track locations function.

 

That's all there is to it. If you have further questions, feel free to drop a line. I'm always around to lend a helping hand. Wishing you and your business continued success. Take care!

 

 

Evamotion
Level 2

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Did that but Sales Location field still showing on Estimate Form. Any ideas why? 

Categories.PNG Sales Location 2.PNG

 

 

Jovychris_A
QuickBooks Team

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Thanks for providing the screenshots, @Evamotion.

 

It is a default feature in QuickBooks Online. Right now, there isn't a way to turn them off in the estimate form, but please note that I've submitted feedback about these feature.

 

Have you check our hottest features and product improvements, visit our QuickBooks blog.
QuickBooks Blog.PNG

 

You can always leave us a message through this post if you have more queries. I'll be there to help. More power to your business!

Evamotion
Level 2

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Thanks for the update. Since I am shifting from other software, I have a lot of questions. 

How I can download estimate/invoice as pdf? I am usually attaching them to the email communication with my client. 

MarsStephanieL
QuickBooks Team

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Welcome to the family Evamotion!

 

I can show you the tricks in just a few clicks! Let me show you the steps below.

 

  1. Go to the Hamburger icon.
  2. Select + New button.
  3. Choose Estimate/Invoice button. 
  4. Enter the details in the page.
  5. Click on the Print or Preview tab at the bottom of the page.

    print1.jpg
     
  6. Select the Arrow down button or download button.

    print2.jpg
     
  7. Close the Print Preview page and hit Save and close.

 

Also, I can see that this link can guide you on the workarounds in QuickBooks Online feel free to check this out: https://quickbooks.intuit.com/learn-support/tutorials?product=QuickBooks%20Online&tutorial=get-start....

 

Loop me in if you need further assistance with the process. I'd be glad to help you out. Have a great week!

Evamotion
Level 2

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Thank you for explanation how to download an Estimate/Invoice. My problems with this solutions are:
- Once invoice downloaded it is not automatically marked as SENT. (other invoicing tools marking it as sent)
- When you downloading Estimate/Invoice this way, every time you need to type file name.  (other invoicing tools naming file so you don't need to do that) 

Is there any other convenient way to download it? Or everybody still printing invoices these days? 

Thanks 

BettyJaneB
QuickBooks Team

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Hello there, @Evamotion.

 

Having the downloaded invoice to be automatically marked as sent is currently unavailable in QuickBooks Online. Thus, it will only happen when the invoice has been transmitted to the customer.

 

When it comes to saving the downloaded sales forms, typing in a file name is necessary in the system. This is to make sure that you can easy locate and determine the information that you saved.

 

I can see the benefit of having the ability to mark the downloaded invoice as sent as well as saving a file without entering a name for your business. 

 

I'll do my part and personally submit this preference to our developers, so they can assess the feedback and put it under consideration.

 

You can also visit our QuickBooks Online Blog site to be updated with our latest news and product enhancements. 

 

If there's anything else that I can assist you with, you've got me here to help.  Have a lovely day!

SlaveyTolev
Level 1

Can I edit or add text in the bottom the Estimate ("Accepted By" & "Accepted Date") ?

Hi there,

 

the easiest way to do it is to add your own email address to the BCC field. Once you receive the email, just forward it on to your customer.

 

It allows you to see what the customer sees when they get an email from you.

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