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Join nowI'm glad to see you getting back to us here in the Community, @Evamotion.
When adding these fields using the Airy new template, making changes to the existing texts is unavailable. I suggest utilizing the Footer field to add the extra information you need for the estimate.
Here's how:
For future reference, please visit the Customize invoices, estimates, and sales receipts in QuickBooks Online article. It contains detailed instructions about personalizing custom templates.
Leave me a comment below if you have any other questions or concerns. I'm here ready to help and make sure you're taken care of. Have a good one.
Hey there, @Evamotion.
Thanks for dropping by. It's always great to see someone new in the Community. Helping out with Estimates are my specialty.
The way to have this feature available to you is to create or edit a custom form style for an Estimate. Here's how:
4. Select Change up the template to change the layout of the Estimate.
5. The only template that allows "Accepted by & Accepted Date," is called Airy New. Tap this template and you'll be able to see the feature.
Note: If you'd like to add or switch up a few texts in the Estimate you can do so by selecting Content, then click the Pencil (Edit) icon in the top right-hand corner of the box.
If you'd like to learn more about Custom Form Styles, you can check out this link.
Thanks for being part of the QuickBooks family. If you need further assistance, don't hesitate to ask. Happy Wednesday!
Hello @Candice C ,
Thank you for your quick replay! It looks like I don't have control to change mentioned text ""Accepted By" and "Accepted Date").
I would like to add or edit existing text. For example:
Edit text line to "Accepted Date & Signature"
Add text line: "Signature and Stamp"
Let me know if this is possible?
Thanks
I'm glad to see you getting back to us here in the Community, @Evamotion.
When adding these fields using the Airy new template, making changes to the existing texts is unavailable. I suggest utilizing the Footer field to add the extra information you need for the estimate.
Here's how:
For future reference, please visit the Customize invoices, estimates, and sales receipts in QuickBooks Online article. It contains detailed instructions about personalizing custom templates.
Leave me a comment below if you have any other questions or concerns. I'm here ready to help and make sure you're taken care of. Have a good one.
Thank you for the solution! That will do the job.
I have another question. Let me know if I should remove this from here, and crate another topic.
Creating new Estimate or Invoice I have "Sales Location" field that it is not useful and it looks like it does not appear anywhere. Is there a way to remove it?
Thanks
Good morning, @Evamotion.
Nice to see you here in Community. I'm happy to assist you with removing the sales location tag from transactions.
Here's how:
1. Go to the gear icon and choose Account and Settings.
2. Click the Advanced tab and go to categories.
3. Click the pencil icon to the left, and uncheck the box to turn off the track locations function.
That's all there is to it. If you have further questions, feel free to drop a line. I'm always around to lend a helping hand. Wishing you and your business continued success. Take care!
Did that but Sales Location field still showing on Estimate Form. Any ideas why?
Thanks for providing the screenshots, @Evamotion.
It is a default feature in QuickBooks Online. Right now, there isn't a way to turn them off in the estimate form, but please note that I've submitted feedback about these feature.
Have you check our hottest features and product improvements, visit our QuickBooks blog.
You can always leave us a message through this post if you have more queries. I'll be there to help. More power to your business!
Thanks for the update. Since I am shifting from other software, I have a lot of questions.
How I can download estimate/invoice as pdf? I am usually attaching them to the email communication with my client.
Welcome to the family Evamotion!
I can show you the tricks in just a few clicks! Let me show you the steps below.
Also, I can see that this link can guide you on the workarounds in QuickBooks Online feel free to check this out: https://quickbooks.intuit.com/learn-support/tutorials?product=QuickBooks%20Online&tutorial=get-start....
Loop me in if you need further assistance with the process. I'd be glad to help you out. Have a great week!
Thank you for explanation how to download an Estimate/Invoice. My problems with this solutions are:
- Once invoice downloaded it is not automatically marked as SENT. (other invoicing tools marking it as sent)
- When you downloading Estimate/Invoice this way, every time you need to type file name. (other invoicing tools naming file so you don't need to do that)
Is there any other convenient way to download it? Or everybody still printing invoices these days?
Thanks
Hello there, @Evamotion.
Having the downloaded invoice to be automatically marked as sent is currently unavailable in QuickBooks Online. Thus, it will only happen when the invoice has been transmitted to the customer.
When it comes to saving the downloaded sales forms, typing in a file name is necessary in the system. This is to make sure that you can easy locate and determine the information that you saved.
I can see the benefit of having the ability to mark the downloaded invoice as sent as well as saving a file without entering a name for your business.
I'll do my part and personally submit this preference to our developers, so they can assess the feedback and put it under consideration.
You can also visit our QuickBooks Online Blog site to be updated with our latest news and product enhancements.
If there's anything else that I can assist you with, you've got me here to help. Have a lovely day!
Hi there,
the easiest way to do it is to add your own email address to the BCC field. Once you receive the email, just forward it on to your customer.
It allows you to see what the customer sees when they get an email from you.
Can you get rid of totals in the footer, As want to use estimates more for workorders but dont want totals on teh work order.
Seems odd you can take the lines away in the middle but cant in the footer.
Hi there, @Advanced2.
The Total field in the footer is set as default to calculate the overall total when creating sales forms in QuickBooks Online (QBO). Therefore, the option to remove the said field is unavailable in QuickBooks. I can see how beneficial it is for your business, and we'd love to hear your input. That said, I recommend leaving feedback to notify our software engineers about the feature you need that they can consider adding in future product updates.
To send your input, here's how:
Moreover, I'll also share this link where you can learn more about new product updates: New features in QuickBooks.
Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.
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