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wmeinel-yahoo-co
Level 1

I need to add fillable custom fields to columns on estimates in Quickbooks Online Advanced. Is this possible?

Estimate format goal: 
QBO Standard Column (Products & Services Description) | Custom Field Column | QBO Standard Column (Qty. )
2 Comments 2
AileneA
Moderator

I need to add fillable custom fields to columns on estimates in Quickbooks Online Advanced. Is this possible?

Yes, you can, wmeinel. 

 

Adding an extra custom field is one of the features available in QuickBooks. Just go to the Gear icon and select Custom form styles. Then, either add a New style and select Estimate or click Edit to your default estimate template. Go to Content and tap the header part of the sample form, then click on the Manage custom fields

 

 

Please see the screenshots below:  

 

 

 

 

 

 

 

 

 

To learn more about customizing your sales forms, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online (QBO).

 

On the other hand, you can import and design custom form styles for your invoices or estimates in QuickBooks Online. This feature helps reflect your brand identity into your sales forms with less effort and time. 

 

Should you have additional questions, I’m always ready to help. Have a great day!

BigRedConsulting
Community Champion

I need to add fillable custom fields to columns on estimates in Quickbooks Online Advanced. Is this possible?

@AileneA  Re: Adding an extra custom field is one of the features available in QuickBooks.

 

If you had written, "Adding an extra custom field is one of the features available in QuickBooks Online.", that would have been accurate, since this has been a feature of QuickBooks Desktop for decades.

 

@wmeinel-yahoo-co   RE:  "I need to add fillable custom fields to columns on estimates in Quickbooks Online Advanced"

 

Unfortunately you can't because it's not really that "Advanced".  In the mean time, every version of QuickBooks Desktop has this capability - even the least advanced.

 

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