cancel
Showing results for 
Search instead for 
Did you mean: 
david15
Level 1

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

 
28 Comments
MaryGraceS
Moderator

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Greetings, @david15.

 

Welcome to the Community. I'd be glad to assist you with being able to customize estimates in QuickBooks Online (QBO).

 

Just to clarify, are you referring to adding a numbering column to identify the line items on the estimate? If so, QBO doesn't have an option to add a column to sales forms.

 

In the meantime, I recommend adding the number to each line item's description as a workaround. This will show its order, and it'll also appear when you print the estimate.

 

I'm including a screenshot to show this process. 

 

Screenshot1.PNG

 

Also, I recommend you let our product developers know what features you'd like to add. Sending your feedback will help us not only improve the product, but also will help us know what works best for you. 

 

Here's how to send your request:

  1. Go to the Gear icon in the upper.
  2. Choose Feedback.
  3. Enter your suggestion, and click Next.
  4. Select a category.
  5. Click Send message.

I'll also add an article for future reference: How to customize invoices, estimates, and sales receipts.

 

For additional help, feel free to reach out to our Phone Support. The phone support agents will be able to assist you in getting this resolved. 

 

Please don't hesitate to let me know if you have any questions, as I'm just a post away. Cheering you to a productive and successful week ahead.

NelsonDFS
Level 1

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

I have the same question,  we're planning to switch to online from Desktop by end of month 

need to have line item number in all invoices and estimates, as this helps a lot to review with customers and staff when go over the phone  regarding any of this docs.

makes it easy just to say  look at line # XX and advise. 

also how do you make the (ship via) window to show in invoice without having the (tracking No) window .  you should have the option. 

nelson

[email address removed]  

Rose-A
Moderator

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Good to see you here in the Community, NelsonDFS.

Let me share a little information about adding a line item number in QuickBooks Online.

 

As MaryGraceS referenced, you'll need to manually add a number column to identify the line items on your estimates since this isn't currently offered in QuickBooks Online. I can definitely see how this feature would be useful. As a team with a massive road-map, we have to pick new features based on the value they’ll add to the most users possible. I recommend sending this request straight to our product engineers through feedback.

 

The Product Development Team is constantly working to improve QuickBooks and make it even better for you as the customer. I'll share your feedback with them to let them know about the changes you'd like to see made.

 

For additional assistance, feel free to reach out to our Customer Care Team. Agents will be able to assist you further in getting this resolved quickly.

 

Drop me a Reply if I can do anything else for you. Have a great rest of your day.

FTR
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

This "add" line item "Numbers" has been on on-going black-eye for QBO.  Why have line items on the create invoice screen (which populate using your products and services list with the item title and then description.  You are telling us to put line numbers before each item's description when it has auto populated.  I quite often have invoices for gov. customers that run 60 items or more.  Gov customers will ONLY accept quotes and invoices with line item numbers.  This means that I have to create quotes and invoices for these customers in an Excel format.  I'm sending or emailing my Gov. customers Invoices via a template created in Excel.  I have been paying for QBO for a good number of years and have asked for the line numbers that exist on the Create Invoice screen to simply show up on the print/email invoice screen.  This IS NOT THAT HARD TO FIX.  Why is it "impossible' for QBO to make this easy change.  You populate all the columns with the information that we type in -- why can you not just make the line item numbers visible as a column on the print view!!!!!  Another year and this request (from many people) is still ignored.  This is software 101 folks, esp. for a company that is providing an accounting/bookkeeping program.  Line numbers are a basic, common item on quotes and invoices.  PLEASE, PLEASE FIX IT!!!

Rasa-LilaM
QuickBooks Team

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Hey there, FTR.


Thanks for sharing to us the workaround steps you’ve done for the line numbers to show on the template. This information will also help other customers who are encountering the same issue.


As mentioned by my colleagues, you’ll have to manually add a number column for this information to show on the sales template. You may also want to consider using a third-party application to help you automatically add the line number on your invoices.


We’re unable to provide recommendations on which app to use, but I suggest visiting the Marketplace to find one that will suit your business needs.


I will send this product suggestion on your behalf, that way our Product Development Team will receive multiple suggestions of how beneficial this feature would be. To help you stay current with the latest news, and product enhancement, feel free to visit this link: QuickBooks Blog.


This information should help you moving forward.


If there’s anything else that I can help you with, click on the Reply button and enter your comment. I'll jump right back in to assist you further.

 

FTR
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

So since I'm paying $$ every month for my QBO subscription you now want me to go to a third party vendor to get software to add line items in QBO.  What am I paying QBO for then.  If you folks at QBO can't make this feature work, then it's not the BEST accounting software out there is it?  I'm really thinking of migrating over to something else.  Needing line numbers on invoices, quotes, estimates is a daily need.  Not a "Gee this would be nice", but an actual requirement with Gov. customers.  QBO should NEVER be sending its clients to a third party vendor.  It should be providing what WE (your clients) need.  ESPECIALLY WHEN IT IS TOTALLY POSSIBLE TO DO!!  What is the REAL reason QBO doesn't have this feature?  Now you want me to upgrade and send you more $$ every month, for a software program that still won't have this basic need.  I didn't SHARE my work around for other QBO users.  I Shared my FRUSTRATION that I have to use EXCEL to create invoices instead of using your QBO software which I have to pay for every month.  My band-aid is NOT a SOLUTION.  It's a Kluge temporary fix which irritates me every time I have to do it (which is on a daily basis).  AND I KNOW I'm NOT THE ONLY ONE!!!!!!!

FTR
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

MaryGraceS (QBO) Look at the freaking photo you included in your reply.  It clearly shows the line numbers on the screen in the far left column.  Just get the "developers" to activate that column on the print out -- THEN the problem would be solved.  WE (the users of QBO) should NOT HAVE TO DO ANY ADDITIONAL WORK to get line numbers on our documents.  QBO has it on the screen.  QBO just needs to make it print out.  WE should never have to put in additional key strokes (more work for us) to produce a document that has standard, basic features.  That is QBO's job.  FIX IT!!!

HoneyLynn_G
QuickBooks Team

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Hello there, @FTR.

 

This isn't the experience we want you to have. But I'm here all ears to listen and take note of your feedback.

 

As stated, the number feature is only on each line item and not per description. I can pass your insights and suggestions along here on my end and for consideration in the future.

 

For now, you can use the following links as your reference when navigating QuickBooks:

If I can be of any more help for you, just leave a comment below or click the Reply (green) button. Take care always.

Jetsinco
Level 1

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Are you using desktop r on line?

Jetsinco
Level 1

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Do you have quick books desktop?

 

Jetsinco
Level 1

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

@david15 

Hello

Do you quick books desktop or online? 

FTR
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

In reply to the question do I have Desktop or Online....QB or QBD is Desktop.  I clearly state in my communications "QBO" which is Quickbooks ONLINE.  Apparently the Desktop version has the ability to create documents with line item numbers that print out.  WHICH ONLY MAKES ME MORE FRUSTRATED!!!!  Are the QB Desktop Software Engineers more intelligent and talented than the QBO Developers?  IF SO THEN FIRE THE SODS THAT CAN'T FIX THIS SIMPLE REQUEST AND PUT THE DESKTOP ENGINEERS ON IT!!!!!  Better yet, get rid of the management team that doesn't see this as a problem.  I'm just one of many customers that need (not want, NEED) this feature.  When a number of people keep writing asking for the same thing, you know there are many, MANY more who want it, but have not written yet.  

 

PPSC2045
Level 1

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

This is a serious issue for a lot of us, 10 to 20 lines on a purchase order can take up serious time and more mistakes can be made in selecting a line to process...you need to get it corrected for all sake...!

MirriamM
Moderator

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Welcome to the thread, @PPSC2045. I appreciate your input from every angle. 

 

I definitely see how you would want to have this feature. Right now, it's still unavailable. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks Online (QBO).

 

In the meantime, I recommend visiting our Blog site to learn what new updates are being rolled out, as well as additional references while working with QuickBooks. 

 

Should you need anything else, let me know by commenting below, I'm always here for you. Have a wonderful day!

FTR
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

I am so tired of getting the same response from QBO people for the last 2 years. "Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks Online (QBO)."  Yeah, Yeah, sure.....Always the same line, over and over again.  Your product developers are asleep and have deaf ears.  

 

THIS IS NOT IMPOSSIBLE NOR IS IT TERRIBLY DIFFICULT FOR A GOOD SOFTWARE DEVELOPER TO ACCOMPLISH!!!  QBO users SHOULD NOT HAVE TO USE 3rd PARTY SOFTWARE TO GET LINE ITEM NUMBERS TO SHOW ON THE INVOICES/QUOTES THEY SEND TO THEIR CUSTOMERS.  We all pay enough for QBO every month.  QBO should be providing us with what we need, instead of sending us to other developers.  I'm really tired of the "I'll pass it along for you....."   When you can tell me that it is going to finally be a feature for QBO then I'd like to hear from you.  But the same old line is really not doing anything but frustrating many of your subscribers.

Chau
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Will QBO ever address this need from customers? Poor customer support. This is a real need folks. It is basis 101 for POs estimates, and invoicing. 

Supplyguy
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Last night I bought QBO after three years of QBD.  Today I try to create my first estimate and learn I have taken a ridiculous step BACKWARDS because I cannot have a Line Item Column.  Like everyone else my estimates can be many line items and are mandatory for my customers.  I must rethink using Quickbooks at all.  This is absurd.

Supplyguy
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Just spent an hour online with QBO support.  Time to cut the cord as QBO cannot do what QBD does.  Welcome recommendations on alternatives to QB.  

Supplyguy
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Me again.  I see there's  Desktop Pro 2021 out.  How can I know if it will do line item numbers for estimates and invoices - the way I can with 2017 (but not QBO)?  Thanks. 

AileneA
QuickBooks Team

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Hello, Supplyguy. 

 

I hope your day is going well so far. I'd be glad to provide you with information about adding line numbers to your invoice and estimates in QuickBooks.  

 

You can customize the template,. Here's how to do it: 

 

  1. Go to Lists menu.  
  2. Click Templates
  3. Edit the template. 
  4. Tap the Additional Customization. 
  5. Under Column Tab, Enable the "other 1" column. 
  6. Press OK

 

 

 

 

For Estimate, follow the same steps as stated above. However, you'll have to modify the Estimate template to do it. Go to Lists menu Templatesedit that template, go to Additional Customization, under the Column tab. Enable the "other 1" column. 

 

Once set up, you can now add numbers when creating an invoice and estimate in QuickBooks Desktop.  

 

You can also reach out to me again if you have other questions about your estimates and invoice. I'm here to help. Have a great day!

 

 

Supplyguy
Level 2

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Whoa! Is this for online and desktop both? I cancelled online in August when told it couldn’t be done.  Will sign up again if this works! Thanks.  

Kristine Mae
QuickBooks Team

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Let me ease your confusion, Supplyguy.  

 

The feature is only available in the Desktop version. As my colleagues shared previously, you can add the number to each line item in the description field in QuickBooks Online. It will help you get around your concern.

 

You can check this article on how to customize sales forms as a future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have additional questions, feel free to get back to this thread. We're available 24/7 to answer you.

DT3CH
Level 1

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Please add this feature, we have been waiting 5+ years for line item numbers to be added to QBO estimates and invoices. Referencing estimates and invoices with multiple pages is a major hassle with clients, not to mention some clients require line item numbers.

ickevinn
Level 1

Is it possible to add line item 'Numbers' to estimates.. Very hard to review quotes over the phone without line item numbers on the left margin. Anyway to do this?

Requesting QBO (online version):-

I would like to have the "item number" (sample as attached) in all the printout of estimates, PO, invoices.
This is critical when involve multiple pages, and to reduce mistakes of entry & reading.

PLEASE! QBO get our voices & feedback raise to the relevant department for improvement. 

Seen this feedback raised for years & still not resolved.

 

Screenshot 2020-12-21 014901.jpg

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up