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brantleyheatinga
Level 1

How can I create an estimate that does not show a total of all line items, but shows them individually with no subtotal

when giving customers multiple options to choose from, the subtotal of all items together is often off-putting. If I quote 3 different levels of Equipment for an install, the first thing they see may be 18,000 dollars, while the highest price of the best equipment is only 6500. small but important detail when customers are getting multiple quotes and deciding who to use. seems simple, not sure why i cant make it happen
3 Comments 3
GlinetteC
Moderator

How can I create an estimate that does not show a total of all line items, but shows them individually with no subtotal

I'd be glad to share some insights regarding the total of all line items on an estimate, brantleyheatinga.

 

Currently, the option to create an estimate that only shows individual line items is unavailable yet in QuickBooks Online. You may want to create and import your form style of the estimate using MS Word. I'll guide you on how to do it. Make sure that this feature is turned:

  1. Click on the Gear icon and select QuickBooks Labs.
  2. Scroll down the screen and toggle the switch for Import Style to On.
  3. Select Done.

Next, design your template in an MS Word file, and then, import it to QuickBooks. Here's how:

  1. Click on the Gear icon and select Custom Form Styles.
  2. Tap the New style drop-down.
  3. Choose Import style.
  4. Click on the drop-down under Select a form type, choose Estimate.
  5. Select the link Download a sample, and make your import form style.

With these steps, you can design our estimate that shows the information you need.

 

You can find additional information about configuring custom forms styles in the following resources:

That should do it! If you have any additional questions on importing custom form styles in QBO. Please add them below. I'll be sure to help you out.

brantleyheatinga
Level 1

How can I create an estimate that does not show a total of all line items, but shows them individually with no subtotal

that makes sense, i feel it would also make sense for qb to add this very simple feature to there estimates so customers paying for the service dont have to go through a 3rd party workaround. i cant quite grasp why this hasnt already happened, as im not the first person to pose this question. What are the odds that qb will rectify this shortcoming? 

swat
Level 2

How can I create an estimate that does not show a total of all line items, but shows them individually with no subtotal

Hi,

I'm going to see how this suggestion of importing works, but I have to agree - all other accounting packages allow the customer to choose their proforma.

Hopefully, QB Online will address this important issue.

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