Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi there, zuzack.tom.
I'm happy to help, you definitely can customize what your customers can see. I'm including a couple links below highlighting the process so you can edit and customize your estimates to include and exclude what you see fit.
Go to the Content tab to start customizing the details. Forms have three sections: header, table, and footer. Select a section on the sample form to edit the fields. You'll edit each section separately. You can edit, add, or remove data fields on custom forms. You have many options.
To show or hide data fields:
If you have any other questions or concerns, feel free to post here anytime. Thank you and have a nice afternoon.
Thank you Nick,
I'll take a look and see if the links provided will help me develop the solution I'm looking for. I've already imported many custom invoice and estimate styles so I'm fairly comfortable with that but do have some questions on how to enter data into the custom fields. I'll ask them later if I need the answer to solve my present need. Again, thank you for the reply. I'll probably have follow up questions on this topic.
Thank you for the reply Nick,
I've already created and imported many custom invoice and estimate styles so I'm fairly comfortable with that but I do have questions on how to enter data into the various custom fields. I'll ask those questions after I've had a chance to review the links you pointed me to and see if they address my concern. Thanks again. I'll likely have more questions on this topic as I work toward a solution. But to be clear, I'd like to be able to enter all the data into an estimate for QuickBooks to show me the cost detail but use that same data entry to provide the customer with a more limited view (i.e. how much we want to charge them without all the build up) on their estimate. I'll check out your links now.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here