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March 31, 2023
Question

Company name on quote

  • March 31, 2023
  • 1 reply
  • 0 views

I need to do a quote but the company name is displaying under Address.  Is there not a way to display it Under Quote as the Company I quote rather than just under the address?

1 reply

March 31, 2023

Hi there MarietteH,

 

It's vital that all your transactions be entered correctly for your books to be well balanced. QuickBooks Online is a great tool able to help you create and send forms such as invoices and estimates to your customers. I can provide some information about the estimate form.

 

In the estimate form, the address and the customer name are put in the same field, and that can't be separated. I can see that this would be a feature that you'd like to see to help customize the estimate's appearance. I recommend leaving feedback in the system by clicking on the Gear Icon, then Feedback. The comments made in that section are considered by our developers when creating new features for the software.

 

If you have any other questions, feel free to reach out here.