Skip to main content
January 13, 2024
Question

new format for estimates

  • January 13, 2024
  • 1 reply
  • 0 views

with new format in writing an estimate I am getting 0.00 on lines that I am just describing the service.  How do I get rid of those.  Looks confusing to the customer.  Also how do I keep the blank line between items?

1 reply

AlverMarkT
January 13, 2024

Hello, @Linda93065.

 

I can help suggest a way that is closer to your specifications. 

 

In the new Estimate window, we can add multiple descriptions to a service while keeping the blank line between items by entering the Service item, then, adding descriptions using the same line by pressing Enter on your keyboard. Please see the images below for reference.

 

Alternatively, if you have a pre-defined descriptions for the service, you can include the descriptions in the Products and Services. Here's how:

 

  1. Go to the Gear icon.
  2. Select Product and services.
  3. Find the service you've set up, and select Edit.
  4. Add the descriptions for the service.

 

After this, I also encourage adding your feedback to our product engineers, highlighting the importance of seamless process of adding descriptions like in the previous estimate experience. You can do this by clicking on the Feedback option within the estimate window.

 

I'm adding this article as additional reference on the newly added features and unavailable functions in the new estimate layout: See what’s new with estimates and invoices in QuickBooks Online.

 

We're always here in the Community should you need further assistance customizing estimates. We'll do our best to assist. Take care.