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?

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:

1. Go to the Plus icon.
2. Under Customers, choose Estimate.
3. Enter information needed for the transaction.
4. 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!

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

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@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

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

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

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@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

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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

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.

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

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:

• How to set up Inventory tracking
• Inventory

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:

1. Visit this website: https://help.quickbooks.intuit.com/en_US/contact.
2. In the Which QuickBooks do you need help with? page, select QuickBooks Online.
3. Choose Running your business in QuickBooks, then Reports.
4. Scroll down and click the Start a message button. 
5. 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!