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Potrero
Level 1

Need to speak with Antonio Jr. B he did not leave my template as it wss, i need assdistance please i cant work and urgent to send estimates

need to speak with Antonio Jr. B he did not leave my template as it wss, i need assdistance please i cant work and urgent to send estimates
1 Comment 1
jamespaul
Moderator

Need to speak with Antonio Jr. B he did not leave my template as it wss, i need assdistance please i cant work and urgent to send estimates

Hello, Potrero.

 

I'd like to direct you to one of our agents. However, I want to help you with your estimate template here so you can continue your work. 

 

Were you working on QuickBooks Online's built-in estimate template? If so, you can create another or edit the existing one you have. Here's how: 

 

  1. Click the gear icon, then choose Custom form styles.
  2. Hit the New style button if you want to create another estimate template, then choose Estimate.
  3. If you'd like to edit your existing estimate template, simply click the Edit link.
  4. Tweak the settings to customize your template. Add a logo, change the font, etc..
  5. Click Done when you're satisfied with the changes. 

 

cfs1.PNG

 

If you'd like a reference, you can open this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

However, were you working on a customized estimate template from Word instead? You'll want to retrace your steps and rework the template's field and design. I'd recommend following this guide: Import custom form styles for invoices or estimates.

 

If you still need to talk to our agents, you can use the same phone number. The agent that assisted you might not be available but if you happen to have a case number, give it to the next available representative. They'll read the notes and continue with the steps. 

 

To contact them: 

 

  1. Click the Help menu.
  2. Hit the Contact us button. 
  3. In the box, type "Follow up with the estimate template" or something similar along the lines. 
  4. Hit Let's talk
  5. Select how you want to reach them.

For the new Help menu or QB Assistant: 

 

  1. Click the Help menu. 
  2. On the QB Assistant window, type Talk to a human.
  3. Select or type I still need a human. 
  4. Type it again until you see the OK. Here’s a shortcut to connect with my humans option
  5. Click the Contact us link and select how you want to reach them.

Ready to create and send your estimates? Open this link to guide you through the process. If you need help with other tasks in QuickBooks Online, feel free to browse other articles here

 

I'm open to answer any other questions you might have for QuickBooks Online. Reply to this thread and I'll show you a guide or two. 

Need to get in touch?

Contact us