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byomtov
April 6, 2021
Question

Layout designer

  • April 6, 2021
  • 1 reply
  • 0 views

I want to have my estimates show the sales price of my item, as shown in the entry on the item list, and then the total price for the quantity listed.

 

For some reason it refuses to do this.

 

I also want the heading on the upper right to say "Order" rather than "Estimate." It doesn't want to do that, either.

 

Let me add that Layout Designer is so buggy as to be almost useless. Please consider addressing this.

1 reply

MichelleBh
MichelleBh
Level 8
April 6, 2021

Hi there, @byomtov

 

I appreciate you for personalizing your form. I'm here to address and help customize your estimates template in QuickBooks Desktop (QBDT) for Mac.

 

There's a possibility that you're using standard/sample templates, that's why you're unable to customize it. I'd recommend either duplicate it and change the name or create a new template. This way, you can personalize your form. 

 

Here's how: 

 

  1. Open the estimates form, then choose either New Template or Edit Current Template. 
  2. Choose Header and change the Estimates to Order under Company Name. 
  3. Put a check in Print and Screen. 
  4. Tap Field then choose the appropriate field. 
  5. You can also click the Text, Text Box to enter a new box in the form. 
  6. Click File, then choose Save as. 

 

After that, your new form will now display as an option in the template drop-down menu. For the complete steps, check out this article: Customize form templates.

 

While creating the estimates, make sure to use the accurate template in the drop-down. See the sample screenshot below. 

 

 

Additionally, you can always run any estimates reports and customize them. This way, you can track or review all the transactions you've added. You may refer to this article: Customize reports in QuickBooks Desktop for Mac.

 

Lastly, feel free to check out this page about QBDT for Mac How Do I questions and other related topics: User guide. 

 

Feel free to let me know in the comment section if you have further questions about customizing templates. I'm happy to help you. Be safe.

B
byomtovAuthor
April 6, 2021

Thank you, but this is not the problem.

 

The best way to describe the problem is by looking at the attached screen shot.

 

It shows four windows:

 

Two Layout Designer windows

The Estimate window

The window describing the item

 

Notice the following:

 

1. Instead of listing the sales price -$4 - as specified in the item description, it shows the percentage markup, which I don't want.

 

2. The column headings in the estimate do not match those in the LD template.

 

3. Despite my Replacing the word "Estimate" with "Order" in LD, the word "estimate" still appears on the estimate, and in the wrong place.

 

The problem may have something to do with the fact that this item, like all my items, is a non-inventory item that I buy for and sell to a specific customer. In any event, this simply isn't working correctly.

 

J
jamespaul
Level 8
April 7, 2021

Hello, byomtov.

 

Thanks for including the screenshot. I'll share my findings with you regarding the issues you encountered on the Layout Designer. 

 

For the column headings issue, ensure you're using the correct estimate template when creating it. 

 

If you're already using the correct template, you'll want to delete and recreate the template. The data might've been damaged, which is why it still shows "Estimate" instead of "Order." 

 

To delete it, open the Layout Designer then click on File then select Delete Template. You'll be given the option to select the template you want to delete. 

 

Regarding the issue on the sales price column, this is actually caused by the formatting for the data itself. It uses percentage to display and calculate the amount on your estimate. 

 

We're unable to change how it calculates the amount. For now, you have the option to uncheck the "Sales price" column. 

 

After fixing the issue, you can start recording estimates and copying them to an invoice. If you need help with your invoices, you can read this article for a guide: Create invoices in QuickBooks Desktop for Mac. 

 

I'm willing to help out again if you have concerns regarding your QuickBooks Mac program. Lay down the details here and I'll see what I can do. 

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