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userkevin
New Member
January 23, 2022
Question

How do I get a new version of estimates?

  • January 23, 2022
  • 3 replies
  • 12 views
No text available

3 replies

mv32
Level 8
January 23, 2022

You can customize the estimate to get a newer version, @userkevin.

 

By going to the Gear icon and choosing Custom form styles, you can select a design, add some customization and details to create a new estimate version.

 

Here's how:

 

  1. Go to the Gear icon ⚙ on the top right.
  2. Choose Custom form styles.
  3. Click the drop-down arrow beside New style.
  4. Select Estimate.


     
  5. Choose Design to select a template, Content to include details and custom fields, and Emails to personalize customer messaging.
  6. Hit Done.

 

Once done, you can use this as your default estimate template version. You can check this screenshot for visual reference:

 

I'm introducing this article to you to check other guides about changing the appearance and layout of your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Need help setting up your company according to your preferences? Or do you need help on other areas in QuickBooks? Our articles can guide you through the processes. Check them out from the articles list page.

 

I'm still with you if you have more questions about your estimates or sales forms. You can also add any other concerns for QuickBooks Online. Always here to listen and help.

userkevinAuthor
New Member
January 25, 2022

I do not want to use the templates provided.  I am trying to create my own.  The web is directing  me to QuickBooks Labs where I am supposed to be able to be able to turn on custom form styles, but it is not to be found.  Has it been removed?  Do I need yet another upgrade?

Angelyn_T
Angelyn_TModerator
Moderator
January 25, 2022

I appreciate you for getting back, @userkevin. I can share with you some additional information about importing estimate template to QuickBooks Online (QBO).

 

As of 06/29/2021, the Import Styles feature inside of QuickBooks Labs was disabled for newly created companies. Any existing QBO companies who enabled this feature before the said date are currently not affected and will continue to have access. However, there are plans to completely remove this from all QBO companies in the future.

 

If you're using a new QBO account of QuickBooks, I'd recommend checking out for a third-party application to help import your templates. On the other hand, if the option is enabled before and it had stopped working,  you can perform the basic troubleshooting steps to isolate the issue.

 

You can use either of these keyboard shortcuts to save you time:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

If it works fine, go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.

 

To learn more about importing and designing your custom form styles for your invoices or estimates in QuickBooks, you can open this article: Import custom form styles for invoices or estimates.

 

You can also learn how the new estimates and invoices in QuickBooks Online can help your business from here: See what’s new with estimates and invoices in QuickBooks Online.

 

If you have any other questions about your sales templates, let me know by adding a comment below. I'm more than happy to help. Have a good one!

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