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