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T
TBuild
March 16, 2024
Question

Quickbooks Online Estimate Formatting

  • March 16, 2024
  • 1 reply
  • 0 views

Hello,

 

I am having a small issue with estimates sent to clients. I have created a custom form style estimate template which functions well as a "lump sum" estimate, and shows only the total cost without showing any line item costs. This format holds correctly in the attached PDF estimate sent as well as the email text summary. However, if the "Review and Pay" button found in the email is clicked the landing page it directs you to has another "View Estimate" button on the right hand side. Clicking this "View Estimate" button brings up a version of the estimate where all line item costs are visible along with the total. I would like to eliminate the line item costs on this version and show only the total. Any suggestions?

 

Thank you!

1 reply

S
SheandL
March 16, 2024

Hi there, TBuild. 

 

Currently, the option to remove the line items in when clicking the View Estimate isn't available in QuickBooks Online. I can see the importance of having this functionality incorporated into our system. In this case, I recommend sending a product suggestion to our engineering team so they can add this feature in the upcoming updates. To send one, here's how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Enter your comments or product suggestions
  3. Select Next to submit.

 

Moreover, if you want to change estimates to invoices, you can follow the steps in this article: Convert an estimate into an invoice in QuickBooks Online.

 

Please don't hesitate to get back to this post if you have further questions about removing line items in QBO. I'll be right here to assist you.

T
TBuildAuthor
March 21, 2024

Thank you for following up, I will look into submitting that recommendation. Is it possible to disable/remove the "Review and Pay" button, leaving only the attached PDF version of the estimate?

J
Jelayca V
March 21, 2024

I understand that you are looking for a way to remove the Review and Pay button option on estimates in QuickBooks Online (QBO), @TBuild. Rest assured that I have an alternative solution that can work for you.


Before anything else, please know that there is no direct way to turn off this option in QBO. However, you can choose to use and create a different template when sending your estimates instead of using the default one to remove that option.

 

Here's how:

 

  1.  Go to Sales and select Estimates.
  2. Choose an estimate or customer within that estimate and click on Edit.
  3. Click the Manage icon and select the Design dropdown.
  4. On the Other templates (view only) section, choose the template you have created.
  5. Proceed to Review and send your estimates.
  6. Hit Send estimate.


Please see the attached image below for your visual reference.

 

By following these steps, your customers won't see the Review and Pay button option from your estimates when they receive them via email. Instead, they'll see the Print and save option. 

 

I'm adding these articles that explain how you can manage your estimates to keep work moving and get paid faster:

 

 

Add a comment below if you have further questions about estimates in QBO. We'll be happy to help you. Take good care!

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