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KelvinHong
August 4, 2023
Question

Estimate Template

  • August 4, 2023
  • 1 reply
  • 0 views

Hi, my estimate template has changed. The template used to have customer details and estimate details side by side but now it has customer details on top and estimate details below. I dont like the current style. Can you share how I can fix it so I get the previous style? Thanks.

1 reply

K
Kurt_M
August 4, 2023

We appreciate you visiting the Community space, Kelvin.

 

Upon reading your post, it looks like you're using the new estimate experience offered by QuickBooks Online (QBO). Please know there's no need to worry about the updated view inside your company file. You have the option to revert to the old look if that makes you feel comfortable. We'll gladly write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the +New button.
  3. Select Estimate.
  4. Beside the Feedback icon, click the Old layout icon.
  5. Click the Switch layout button, and select the reason why you want to switch over.
  6. Lastly, click the Leave and submit button.

 

For visual reference, see the screenshot attached.

 

 

 

 

Furthermore, here are some articles to help you convert an estimate to invoice, and ensure your data stays accurate inside the program:

 

 

We've got your back if you need further assistance reverting to the previous version of the estimate in QuickBooks, Kelvin. You can also visit again if you have any other questions or need help performing tasks inside the program. We'll be here, ready to respond and help you get them resolved. Take care!

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