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December 10, 2024
Question

Estimates for QB Online

  • December 10, 2024
  • 1 reply
  • 0 views

When creating an estimate, if you've specified no product or service for a line item, it's PRODUCT/SERVICE column will default to Design:Services upon saving the document into your books.

 

Is there anyway to get rid of the default Design/Services, that automatically pop-up in the Product/Service? Before QB changed this I could delete "Services" that showed up in Product/Service, hit save and then the space would remain blank. 

 

I prefer that section to remain blank.

 

Suggestions?

 

Thanks,

 

 

1 reply

December 10, 2024

I truly know that creating blank estimates in the Product/service column is significant for you, Nancy.

 

Currently, having the option to make this section blank in QuickBooks Online (QBO) is unavailable. I can see that achieving this process would be a great addition to the program. With this, I encourage sending feature requests to our product developers outlining this suggestion. They're genuinely interested in hearing your input and highly encourage you to send your suggestions.

 

Here's how:

 

  1. On the upper right corner, click the Gear icon
  2. Under Profile, choose Feedback.
  3. Type in your product suggestions.
  4. Once done, select Next to submit.

 

Additionally, here are some articles you can browse through in case you need assistance processing payments and managing your estimates more efficiently:
 

 

Let me know if there's anything else you need further assistance with when managing your estimates in QBO, Nancy. I'll make sure to assist so you can keep your business going.