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January 26, 2025
Question

multiple estimate profiles

  • January 26, 2025
  • 1 reply
  • 0 views

Is there a way to setup multiple estimate profiles for different types of jobs. One for larger Net30 jobs and one for smaller Cash/check upon completion jobs.

1 reply

January 26, 2025

Yes, we can create multiple estimate templates in QuickBooks Online, EandD. However, you will need to manually apply it once you send the sales form to your customers or projects. Here's how:

 

  1. Go to Gear Icon.
  2. Select Custom form styles.
  3. Select New style, then choose Estimate.
  4. Fill out the necessary fields and customize the appearance.
  5. Hit Done to save the changes.

 

Please be aware that changing the Display and Form sections under the Content tab will also impact other existing estimate templates.

 

Furthermore, I recommend checking out this article to learn how to bill your customers once they accept the bid or quote: Convert an estimate into an invoice in QuickBooks Online.

 

If you need assistance managing your books and improving your QuickBooks experience, I suggest exploring our QuickBooks Live Expert they can help you answer any QuickBooks-related questions in real-time.

If you need further help in personalizing your other sales transactions, please don't think twice to add a comment below. I'll get back to you as quickly as I can.