Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowYou've come to the right place, @jacksonb1963. I can definitely help you with this.
When creating an estimate, you can add a description in the Message displayed on statement box. This way, it will appear in the memo column of the Transaction List.
Let me show you how:
Next, is to check if the description appears in the memo column. Here's how:
You'll want to personalize and add specific info to sales forms. I highly suggest reading this article for your reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let me know how things go on your end and if you need other help in QuickBooks. I’m more than happy to help you. Take care and have a pleasant day.
Hi, @jacksonb1963.
Hope you’re doing great. I wanted to see how everything is going about the concern with the estimate you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.
Looking forward to your reply. Have a pleasant day ahead!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here