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September 12, 2020
Question

How to add word (prepared by) in Estimate i saw only accepted but where is prepared by??

  • September 12, 2020
  • 1 reply
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1 reply

AlcaeusF
September 12, 2020

Welcome to the Community, @zainal-print-gma.

 

I can help you add more information to an estimate in QuickBooks.

 

Accepted By is a default field that automatically shows when you create an estimate. To include additional details, I suggest personalizing your sales form templates.

 

You can add the missing information from the Footer section. You can either use the field for the custom message or the footer text (see screenshot below).

 

For the detailed instructions, please follow these steps:

 

  1. Click the Gear icon in the upper-right corner, then select Custom form styles.
  2. Search for the estimate.
  3. Press Edit below the Action column.
  4. Go to the Content tab.
  5. Select the pencil icon in the bottom-right of the form. 
  6. Enter the necessary information. 
  7. Hit Done.

 

After making the changes, try to create an estimate and make sure to select the correct template. You can check it by clicking the Print or Preview option.

 

Additionally, I recommend the following resource, which contains a video tutorial to help a user learn how to turn an estimate to invoice: How to Convert an Estimate Into an Invoice.

 

Please let me know if there is anything else I can do to help by clicking the Reply button below. Have a great day ahead.