Once i have created a custom form what is the easiest way to access and input
Is there any way of choosing the form using the app, or is the default the only option?
I wanted to create an estimate form that doesn't have totals - I did this, but it isn't adding tax to each line item.. How can I do this? I want each line item to have its own amount + tax, so that customers can decide which option they want to go with.
QuickBooks Online (QBO) mobile app lets you access your business data instantly. However, selecting a form style or a template form from your mobile is currently not available. You’ll want to log in to your account via a regular web browser to create and choose a form style from there. I’d be glad to guide you how:
Go to the Gear icon.
Select Custom form styles.
Click the New style drop-down and select Estimate.
Go to the Content tab.
Select the Table section.
Uncheck the box Rate and Amount then click Done.
To apply the form style, create or open an estimate. Click the Customize option from the bottom of the estimate and select the template you’ve created.
In regards to adding a tax for each line item, I suggest looking for a third-party app that has this option. You can go to the Apps menu from your QBO account and browse an app from there.
I appreciate your thoughts and idea about having this feature in QBO. Rest assured our product team is always looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.
While I can’t provide you a specific date as to when this feature will be available, I suggest checking our QuickBooks Blog page for reference. Here, you'll stay updated on any news and enhancement about QuickBooks.