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January 23, 2020
Question

Is there a way to create a quote with only a breakdown of the charges and no total?

  • January 23, 2020
  • 1 reply
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1 reply

AddieC
January 23, 2020

Hi there, 

 

Creating estimates (or quotes) is an awesome way to work with your client's to reach an agreement on your services. It's really simple to create an estimate in QuickBooks Online, and you can even email it to your customer directly from the program. I'll explain how the estimate form works. 

 

While you can customize estimates to show off your personal branding, the Total field is necessary and cannot be removed from the form. I can see how you may want to remove this field if the total could fluctuate over the course of the services you're providing. Here's more information about the type of customizations you can do in QBO: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

I'd recommend writing a memo on your estimate explaining the reason for the total and how it may change over time, if that's the reason you don't want it to show. To add a memo, click the Gear icon > Custom Form StylesNew Estimate > Content > Message to the customer.

 

I'd be happy to pass this feedback along to our product development team. I think it's important to give our users as many options as possible so you can take control of your bookkeeping to suit your needs. I'd encourage you to submit this feedback as well by clicking the Gear icon > Feedback. We're always looking for ways to improve QuickBooks Online. 

 

If you have any other questions, please reach out to our tech support team


Cheers.