Customised Estimate Template

Hi there ND90,

It's great to have you join us and I love that you're exploring the ways to customize your sales forms to include the fields you need. QuickBooks Online's customization options are useful for both including the details needed for your customers and for customizing the feel of the forms. I'd be happy to go over this with you.

There are many options when it comes to customizing your estimates and other sales forms, including the option to add a custom field when you're using QuickBooks Online Essentials or Plus. It's these custom fields I recommend using to account for your Sales Person. There isn't currently a built-in field for a sales person, so using the custom fields or even the Message displayed on estimate box are good alternatives.

There are a couple of ways to set up custom fields, such as through the Customize sales forms feature. The other way to do so is through the Account and Settings section. I'll go over that one below.

1. Click the Gear icon.
2. Choose Account and settings.
3. Click the Sales tab.
4. Select the Sales form content section.
5. Fill in the Name field in the Custom fields portion.
6. Choose whether it's only Internal or both Internal and External.
7. Click Save.

The important thing to note when using these fields is that the program will not map data to this field, so you'll have to fill it out manually when using it on a form. Likewise, the field won't appear on the form unless you've filled something in the field when entering the data on the transaction.

Here's an article that goes more in-depth on customizing forms: Customize invoices, estimates, and sales receipts in QuickBooks Online

In the event you mean to say that you're importing a custom style from Word, you can still enter custom fields using the mapping outlined in the EZ Map Fields guide in the Import custom form styles for invoices or estimates article. When using this option, please note that imported custom forms still work based off of the built-in structure for custom form styles to some extent. Imported forms will use the Master form type as the template structure.

If you're hoping to be able to run reports to show the sales person indicated, I recommend considering Class Tracking. Available in QuickBooks Online Plus, this field gives you the opportunity for an extra layer of organization with your data.

When configured, it adds an internal field to your form where you can choose a class to add to the form, which can then be added to reports later as a column using the report customization options. In the place of a class, you could put the Sales Person's name and then use the drop-down available on your forms to assign a transaction to them. This article explains class tracking: Get started with class tracking in QuickBooks Online

Feel free to share your thoughts about any of the features I've gone over using the steps outlined in this article: How do I submit feedback? Feedback helps the QuickBooks Online development team know what users would like to see in the program and they consider comments left through that tool as they update the program.

I'll be around should you like clarification about any of that. Have a wonderful day!