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February 3, 2020
Question

Where an one get a QBO Estimate form style Sample file?

  • February 3, 2020
  • 1 reply
  • 0 views

There is a great Invoice form system offered for QBO.  We now need one for the Estimate form style.  We want to have an Estimate used and to print out a Packing Slip that does not have pricing on it; just quantities.

 

1 reply

February 3, 2020

Hi there, 

 

QuickBooks Online makes it easy to customize your estimate and I'll be happy to show you how.

 

In order to remove the pricing on your estimate you'll need to follow the steps below:

 

1. Click the Gear icon.
2. Select Custom Form Styles.
3. Click New Style > Estimate.
4. Click the Content tab, then select the middle section of the estimate.
5. Uncheck the Rate box.
6. Click Done.

 

Here's a screenshot for visual reference:

 

 

Give this a try and if you're still having issues, I recommend contacting our support team using this link