I just downgraded from Plus. I do dropshipping, so I don't track my inventory. I want to do estimates with products with quantity, that can be done with Essential Plan?

lelarrauriv · ‎January 04, 2019

Anonymous · ‎January 07, 2019

The Quantity and Rate columns are still available in Essentials, lelarrauriv.

We just need to customize the estimate template to show the Quantity column. Let me show you how:

Click on the Plus icon.
Select Custom Form Style.
Click on the Edit link for the Estimate template.
In the Content tab, click on the center page.
Check the Quantity and Rate boxes.
Click on Preview PDF and click on Done.

Please come back with me if you need anything else. Thanks!

View solution in original post

JonpriL · ‎January 04, 2019

Glad to have you here, @lelarrauriv!

I'll be happy to tell you that Estimate is available in Essentials plan.

Even if you've downgraded, you can be able to create unlimited estimates.

Let me show you how:

Go to the Plus icon.
Under Customers, choose Estimate.
Enter information needed for the transaction.
Click on Save and close.

Here's a link to learn more of the features of your plan: Compare QuickBooks Plans.

Also, you can read through this article to learn more about the feature: Estimates/Quotes - Setup and Function.

It'll be our pleasure to help you with your other concerns. Have a blissful day!

lelarrauriv · ‎January 05, 2019

Hello, thanks for your reply

I am been able to create estimates, but in my product item line, I can not indicate quantity. Is this because I am using Essential Plan?

I don't care about tracking the quantity, as I do dropshipping, however I will want my estimates to get the quantity to multiply for the unit price

Thanks

Luis

Rustler · ‎January 06, 2019

@lelarrauriv wrote:

Hello, thanks for your reply

I am been able to create estimates, but in my product item line, I can not indicate quantity. Is this because I am using Essential Plan?

I don't care about tracking the quantity, as I do dropshipping, however I will want my estimates to get the quantity to multiply for the unit price

Thanks

Luis

Check customize forms and insure that the down grade did not turn off the qty column on the forms, estimate, invoice etc

lelarrauriv · ‎January 06, 2019

Hi,

I checked my customized form, and when I see the preview show the quantity in the form.

But in the estimate screen, when I am doing estimate doesn't show. Or is there any other place where I can turn that off?

Thanks

Luis

Anonymous · ‎January 07, 2019

The Quantity and Rate columns are still available in Essentials, lelarrauriv.

We just need to customize the estimate template to show the Quantity column. Let me show you how:

Click on the Plus icon.
Select Custom Form Style.
Click on the Edit link for the Estimate template.
In the Content tab, click on the center page.
Check the Quantity and Rate boxes.
Click on Preview PDF and click on Done.

Please come back with me if you need anything else. Thanks!

Rustler · ‎January 07, 2019

@lelarrauriv wrote:

Hi,

I checked my customized form, and when I see the preview show the quantity in the form.

But in the estimate screen, when I am doing estimate doesn't show. Or is there any other place where I can turn that off?

Thanks

Luis

When you checked the template and it had the qty block

bring up the estimate and use the customize link at the bottom and insure you have same template selected.

by default, QB uses the last saved template

lelarrauriv · ‎January 07, 2019

Yes, it has the same template selected.

It is a custom form, that was uploaded from Word

The same template has the qty in the form but when I am doing a real estimate, doesn't show up

So I think is because Essential Plan doesn't allow to track inventory therefore, no quantities at all are allowed even in estimates.

Anonymous · ‎January 07, 2019

Good day, @lelarrauriv.

I'm here to help figure out some ways to get this estimate template working for you.

Let's try checking by making a new template for an estimate. Then delete the estimate and recreate a new one and make sure to select the correct template. However if the quantity still won't show on the estimated created, let's try using a private browser to check if this is related to a browser issue.

Depending on your browser, here's how:

For Chrome, press Ctrl+Shift+N.
For Internet Explorer or Firefox, press Ctrl+Shift+P.
For Safari, hold down Command+Shift+N.

If this works fine with Private Browsing, I recommend clearing your browser's cache (regular browser) to start fresh. You can also try switching to other supported browsers or try an alternate computer.

However, if the issue persists I'd suggest contacting our Online Care Support to help isolate this issue further. They can access your account in a secure environment and determine the cause of the issue using their tools.

Here's how to get their contact information:

Go to: https://help.quickbooks.intuit.com/en_US/contact.
Choose your QuickBooks Product.
On the Contact Us page, click a topic.
Click on the Get Phone Number button to see the support number.

Keep me posted how it goes. I'll be here to help if you have other questions.

lelarrauriv · ‎January 07, 2019

Hello,

I just post another question.

I am not located in USA. I upgraded 2 years ago from QB Enterprise and to avoid losing data QB, automatically put me in QBO USA instead of International.

Anyway besides phone number, is there a way to contact QB support by chat, whatsapp or message or email, as I don't have USA number.

Right now i could solve the issue of the quantity in the estimates, but now I found that all my old products that I had to make inactive to downgrade from Plus to Essential, as all were inventory, apparently now I only can create Non-Inventory products, and when I try to change the sale price to my existing inventory products, which I have to manually activate, show me an error message, as I can not put its cost or accoung of COGS

VivienJ · ‎January 07, 2019

Hi there, lelarrauriv.

Thanks for giving such detailed information about how you've tried to track inventories in QuickBooks Online. I've got some details to share about this.

The inventory tracking feature is only available in the Plus version. You'll only be able to create Non-inventory, Service, and Bundle types of products or services. For more details about the process, click the articles below:

If the option to track inventories in other QBO versions is something you want to see added in the future, please let our product engineers know. Hearing suggestions, like this can empower us to make QuickBooks the best software it can be.

To send one, click the Gear icon, then choose Send Feedback Online.

Additionally, you also have the option to reach us through chat. Here's how:

Visit this website: https://help.quickbooks.intuit.com/en_US/contact.
In the Which QuickBooks do you need help with? page, select QuickBooks Online.
Choose Running your business in QuickBooks, then Reports.
Scroll down and click the Start a message button.
Fill in the necessary details, then click Submit.

That should do it! Don't hesitate to leave me a comment below if you have other QuickBooks concerns. I'll be around!

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I just downgraded from Plus. I do dropshipping, so I don't track my inventory. I want to do estimates with products with quantity, that can be done with Essential Plan?