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dearjamesdear-ya
Level 1

How do I add a line between 2 other lines in an estimate now?

Before this recent update, it was simple and straightforward, now I don't think it's possible
2 Comments 2
jenop2
QuickBooks Team

How do I add a line between 2 other lines in an estimate now?

Thank you for bringing this question to the community, dearjamesdear. I understand you want to insert a line when creating an estimate in QuickBooks Online. 

 

Let me share the steps on how you can do it in the new estimate experience. Here's how: 

 

  1. Click the Add product or service button. 
  2. Hover your mouse in the very first column or over the 6 dots icon. 
  3. Drag the new line to move it in between the two existing lines were you want to insert it.

 

insert line.PNG

 

To provide further guidance around utilizing the newest update for estimates, please see the following relevant QuickBooks Online articles:

 

 

These resources offer additional breakdowns on how the refreshed estimating interface and tools can help streamline your workflow. Feel free to explore recommendations on adding customizable lines, tailoring formats, converting estimates to invoices, and more.

 

Please know that you can always reach out anytime for additional support with creating any sales transactions within QuickBooks Online, dearjamesdear. Whether that involves estimates, invoices, sales receipts, or other document types - our team is always available when you require further assistance. 

BigRedConsulting
Community Champion

How do I add a line between 2 other lines in an estimate now?

@jenop2   You didn't answer the question.

 

The question is: "How do I add a line between 2 other lines in an estimate now?"

 

Or, stated another way, how do I insert a blank row between two existing rows already populated with information?

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