cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
innotech-ap
Level 1
posted
‎December 30, 2021 08:52 AM
last updated ‎December 30, 2021 8:52 AM

Is it Costomise option disable?

In estimation, customize option is not available
Reply
1 Comment 1
Carneil_C
QuickBooks Team
QuickBooks Team
‎December 30, 2021 10:20 AM

Is it Costomise option disable?

Glad to see you here in the Community, @innotech-ap. Let me further assist you so you’ll be able to customize your estimate custom template in QuickBooks Online.

 

You can set an estimate custom template as default which can make them unavailable on your end. If you want to customise the template without affecting the invoice format, here’s how to create an estimate from scratch:

  1. From QuickBooks Online, click the Gear icon > Custom Form Styles.
  2. On the New Style drop-down menu, select Estimate.
  3. Use the settings on each tab to build your estimate from the ground up. Be sure to click Save before finishing.

template.png

For your reference, check out this article: Customise invoices, estimates, and cash memos in QuickBooks Online.

 

Just in case you want to import custom form styles for estimates, please see this link for further details.

 

I'll be glad to help you if you have any other questions about customising sales forms in QBO.​ Have a good day! 

Reply