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G
Goodzwell
April 3, 2025
Question

QuickBooks Desktop. When sending emails with esitmates to clients......

  • April 3, 2025
  • 1 reply
  • 0 views

QuickBooks Desktop. When sending emails with esitmates to clients, I want to remove the quanities and cost of items. However I don't want to have to keep changing the document back manually everytime I open a new estimate so I can see those columns again.  

 

Is there a way to do that?

 

Thanks and have a great day!

1 reply

M
MoiraskyeT
April 3, 2025

Welcome to the Community, @Goodzwell. To exclude the quantities and cost of items in the email estimates, you can uncheck the quantity and cost options in the Additional Customization settings. I'll gladly provide more details on how to do this.

 

Here’s how you can do this:

 

  1. Log into your QuickBooks Desktop(QBDT) account .
  2. Navigate to the Lists menu.
  3. Select Templates.
  4. Choose Edit Template.
  5. Move to Additional Customization.
  6. Select Columns.
  7. Uncheck Quantity and Cost.
  8. Click OK to apply the changes.

 

Additionally, you can download customized forms and report templates for QBDT. For more information on how to do this, please refer to the following article: Download Customized Templates.

 

Should you have any more questions or require further clarifications regarding the customization of templates, please don’t hesitate to reply in the thread below. We're here to help with any concerns you may have. Best wishes!

G
GoodzwellAuthor
April 4, 2025

I guess I was not clear enough.  

I know how to do all that you posted.  

I don't want to have to keep changing back and forth manually these fields I don't want my clients to see.

If I follow your instructions they won't see the colums but when I go to do a new estimate I have to change it back agian so I can see the colums.  

IS there a WAY to set up Quick Books DeskTop version to do this automatically????

 

Hopefully this is explained better.

K
KiazzymaeC
April 4, 2025

Thank you for your kind words, Goodzwell. I appreciate your understanding regarding the manual process for unchecking the Quantity and Cost columns when sending estimates to clients. Currently, QuickBooks Desktop doesn’t offer an automated feature to hide these columns for external use while keeping them visible internally

 

For now, you’ll have to manually deselect the Quantity and Cost columns each time you prepare an estimate. I recognize this adds extra steps to your workflow, and I also acknowledge your patience as you navigate this process.

 

Since the option to automate the visibility of certain columns in estimates isn't offered yet in QuickBooks Desktop, you can submit a request using the Feedback feature to get this idea reviewed by our developers. Here's how to do it:

 

  1. Go to the Help menu.
  2. Choose the Send Feedback Online option
  3. Select Product Suggestion from the list. A pop-up window will appear.
  4. Enter your feedback suggestion into the provided field.
  5. Click the Send Feedback button to submit you suggestion.

 

For further personalization of your estimates, you might find the following article useful: Use and customize form templates. This guide will help you customize your forms to better fit your business needs and provide necessary details to your customers.

 

Once an estimate is converted into an invoice and sent to your customer, you're ready to receive payments. Be sure to record the invoice payment in QuickBooks Desktop to ensure financial accuracy.

 

If you need more help with customizing your estimates, feel free to hit the Reply button. I’m here to help you!

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