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sunil.chandy
Level 1

Can we create estimate template with 2 different bank account details ?

 
1 Comment 1
Kristine Mae
Moderator

Can we create estimate template with 2 different bank account details ?

You can add bank account details on the template, Sunil.chandy. I will walk you through it.

 

Feel free to follow these steps:

  1. Click the Gear icon.
  2. Go to Custom form styles.
  3. Click New style, then select Estimate.
  4. Design your template.
  5. Go to the Emails tab.
  6. Enter the bank account details in the Message to customer field.
  7. Click Done

I'll also include this article to guide you better: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Don't hesitate to reach out to us if you have other concerns. We'll be right here to assist you. Keep safe!