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PARDONMUSHAMBI
June 15, 2022
Solved

How do i show rounded off amounts from 5 decimal places to 2 on my invoice and Estimate?

  • June 15, 2022
  • 1 reply
  • 0 views

Best answer by Adrian_A

Good day, PARDONMUSHAMBI.

 

You can change the minimum number of decimal places by going to the Additional Customization page. I've got the steps to achieve this task:

 

  1. Select the type of form you’d like to customize.
  2. Select the Formatting tab, then click Manage Templates.
  3. Select a template to preview, then select Copy to create a new template or select OK to edit the template.
  4. Click Additional Customization.
  5. In the Minimum number of decimal places field, select Two.
  6. Click OK.

 

Also, you can pull up the Transaction List by Customer report and then customize it to keep track of all your estimates. To do that, go to the Reports menu, and select the said report from the Customers and Receivables section.

 

Feel free to visit the Community forum if you need help with other customer tasks.

 

I'll be around when help is needed. Keep safe!

1 reply

Adrian_A
Adrian_AAnswer
June 15, 2022

Good day, PARDONMUSHAMBI.

 

You can change the minimum number of decimal places by going to the Additional Customization page. I've got the steps to achieve this task:

 

  1. Select the type of form you’d like to customize.
  2. Select the Formatting tab, then click Manage Templates.
  3. Select a template to preview, then select Copy to create a new template or select OK to edit the template.
  4. Click Additional Customization.
  5. In the Minimum number of decimal places field, select Two.
  6. Click OK.

 

Also, you can pull up the Transaction List by Customer report and then customize it to keep track of all your estimates. To do that, go to the Reports menu, and select the said report from the Customers and Receivables section.

 

Feel free to visit the Community forum if you need help with other customer tasks.

 

I'll be around when help is needed. Keep safe!

    I
    ireneybeenie
    July 31, 2023

    I have the same problem - Quickbooks Enterprise Desktop. This solution only sets the MINIMUM decimal places - how do we set a MAXIMUM of two decimal places? I would like it to round to two in the rate column on invoices. It looks tacky to send to customers with multiple decimals.

    R
    Rasa-LilaM
    July 31, 2023

    Thank you for joining this thread, ireneybeenie.

     

    The information shown in the Rate column of the invoice is pulled from the amount entered in the Sales Price section of the item. You can set price rules with conditions based on the customer, item, sales rep, and class. Override rules can also be used to exclude products from a pricing rule. 

     

    To add a rule: 

     

    1. Launch QBDT and head to the Lists menu at the top and choose Price Rule List.
    2. Click the Price Rule drop-down to select New.
    3. Fill in the Price Rule Name field and type a brief description in the Description field.
    4. Click the Add or Plus icon to set up a condition.
    5. Select Item and choose any of the following: Item Name, Item Type, or Preferred Vendor. 
    6. Repeat step 5 if you want to create more conditions. 
    7. Key in the date when the price rule goes into effect in the From box and the date when the price rule expires in the To box.
    8. Enter a percent or amount to increase or lower the price based on the item's base price or cost.
    9. To make this price rule exclusive, select Exclusive Rule QuickBooks won't combine exclusive rules with any other rules.
    10. To set custom prices for specific items, tap the Price Overrides button and then click OK.

     

    When you create an invoice, the amount in the Rate column will show in two decimal places. 

     

    Browse through this article for more in-depth information about the process: Set up and use Advanced Pricing. It discusses in detail how to automatically change the prices of items on sale based on the price rules you create.

     

    Furthermore, these resources cover all the details of personalizing the look of your sales forms, troubleshooting template issues, and configuring the price level function:

     

     

    Reach out to me if you have other QuickBooks concerns or additional questions about sales-related transactions. I'll get back to assist you further.

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