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jacksonb1963
Level 1

While creating an estimate how or where do I add a description that would appear in the memo column of the Transaction List?

Right now my challenge is that when I pull up a list of estimates for a customer I have no idea which estimate it is because there is no description that appears. All I have is the date, estimate number and so on. I need more
2 Comments 2
Rubielyn_J
QuickBooks Team

While creating an estimate how or where do I add a description that would appear in the memo column of the Transaction List?

You'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 boxThis way, it will appear in the memo column of the Transaction List. 

 

Let me show you how: 

  1. Click the +New button.
  2. Select Estimate under Customers.
  3. On the Estimate page, select the customer, and fill in the necessary information. 
  4. Add a description in the Message displayed on statement box.
  5. Once done, click Save.
    estimate1.JPG

 

Next, is to check if the description appears in the memo column. Here's how:

  1. Select the Sales menu.
  2. Click the Customers tab.
  3. Choose the customer. 
  4. Make sure to put a checkmark on the box next to the memo
    estimate.JPG

 

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.

Rubielyn_J
QuickBooks Team

While creating an estimate how or where do I add a description that would appear in the memo column of the Transaction List?

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!

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