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June 26, 2021
Question

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

  • June 26, 2021
  • 1 reply
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1 reply

Kristine Mae
June 26, 2021

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.

 

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