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When estimating can you organize products and services? Putting them in a certain order?

 
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QuickBooks Team

Re: When estimating can you organize products and services? Putting them in a certain order?

Hey there, bvanpeltami.

 

Welcome to the Community. You've come to the right place for help with QuickBooks. I'd be glad to show you how to organize products and services when estimating.

 

There are just a few to organize products and services on an estimate in QuickBooks Online. Here's how:

 

1. Begin creating an estimate as normal. Click the Create icon (+) in the top right corner.

2. Select Estimate.

3. Enter all of the necessary information.

4. If you need to reorder products/services, click on the small box made up of 3x3 dots to the left of the item. You can then drag the item to where you need it to show in the list.

5. Click Save and new or select the drop-down to click Save and close.

 

I'll include a brief video below as well to show you how this can be done.

 

 

You'll now be able to re-organize the products and services in an estimate however you'd like. Please don't hesitate to reach out to me if you have any other questions.

 

 

Established Community Backer ***

Re: When estimating can you organize products and services? Putting them in a certain order?

Yes. You can add items to an estimate in whatever order you choose. You can also drag and drop line items on the estimate, moving them around where you want them. In the far left column there is a square of dots, when you see the four-way arrow you can drag and drop the line item.