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dawnjohnson
November 29, 2023
Question

When I print my client's estimate, why do all of the columns not print?

  • November 29, 2023
  • 3 replies
  • 0 views
When viewing an estimate online I can see the total estimate amount, the invoiced amount and the remaining amount to be invoiced.  Why does that show when I print the estimate?  

3 replies

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jeanbiverly_
November 29, 2023

I can guide you through showing the total estimate, invoiced, and the remaining amount when printing estimates, Dawn.

 

When printing estimates, ensure the account and estimate summary are ticked in the template to display all necessary columns.

 

Here's how:

 

  1. Go to the Sales menu, then choose Estimates.
  2. Look for the estimate and click Edit under the Action column.
  3. Select Customize from the bottom navigation panel, then Edit current.
  4. Open the Content tab.
  5. Select the second box or the Table part of the estimate.
  6. Under the Account summary section, ensure that the Show on invoice box is checked.
  7. On the third section or the Footer part of the estimate, select the Edit icon.
  8. Tick the Estimate summary checkbox.
  9. To save the changes, hit Done.

 

In case you want to split an estimate into as many invoices as you need, you can check out this article for more guidance: Set up and send progress invoices in QuickBooks Online.

 

I'm ready to back you up if you have further concerns regarding printing estimates. Feel free to hit Reply. Stay safe!

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dawnjohnsonAuthor
November 29, 2023

Sorry, I guess I wasn't clear when I stated my question. When I view the estimate there are several columns of detail BY TASK.  I was hoping to print those details for my client (not a screenshot).  The client needs to see which portions of each task have been completed and billed as well as what is yet to be billed.  Seems pretty simple since the information is available.  See attached screenshot.  Adding the Account Summary doesn't provide any value since it is not by task.

 

Is there not a printable version of this?  Thanks.

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dawnjohnsonAuthor
November 29, 2023

Not sure my last attachment worked.  See here.

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dawnjohnsonAuthor
December 1, 2023

What I need is the "report" generated by using the "CTRL + P" you mentioned but in a professional looking format.  I just don't think sending a screenshot to my client is professional looking yet that is the information they need to see where they are by task item on the project.  Some of our clients have 10+ tasks on each project so including an Estimate Summary gives them zero detail.  The information is all there on the Estimate screenshot so I'm not sure why it is so hard to generate a real report with this information.  I have asked many times by submitting feedback so not sure that route is doing any good.  

 

I guess I will continue to create a spreadsheet on Excel with these details for my clients.   I'm ready for Intuit to beef up their progress invoicing to include what my clients need given that the subscription rate keeps going up.  

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cink78
May 11, 2024

I am trying to print a customer estimate and only half the page is showing up.  The error box tells me to correct the printer set up, but I can't get that to work.  How do you make the page print 8 1/2 x 11 and not 4 x 11?

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SheandL
May 11, 2024

By default, estimates in QuickBooks Online (QBO) are printed on Letter paper size. I'm here to help you customize your printer settings so you can print on your desired measurements, @cink78.

 

Firstly, let's update your Adobe Acrobat so that your software will receive security patches and provide fixes to any issues like this. 

 

At the same time, we can edit your form's paper size on the PDF preview page and click the Fit to Page icon. Also, you can follow the steps I'll provide below to change your printing settings.

 

  1. On your preview page, click the Print icon. 
  2. Go to the More settings dropdown.
  3. On the Paper size dropdown, ensure that it's Letter. 
  4. You can also edit the Scale to your preference. 
  5. After ensuring everything is in order, click Print.

 

 

Moreover, since you've received an error message that tells you to correctly set up your printer, let's go ahead and resolve this issue by changing your printer's default paper size from your computer's settings. To do so, please follow these steps: 

 

  1. Go to the Start button, then click the Gear icon.
  2. Select Devices, then Printers & scanners. 
  3. Choose the appropriate printer and then click Manage.
  4. Once you're on the Manage your device window, go to Printer properties, then Change Properties. 
  5. Click the Paper tab, and then choose the paper size you want to use. 
  6. Select Advanced (It may be a button or a tab depending on the version of Windows you are using.)
  7. Increase the resolution.
  8. Hit Ok.

 

Please read this article for reference: Printer Is Configured to Use the Wrong Paper Size.

 

You can check out this article for guidance on what to do when your customer accepts your estimates: Convert an estimate into an invoice in QuickBooks Online.

 

I'll be here to assist you if you have additional concerns about printing in the correct paper size in QBO. Make sure to comment below or tag me in a post.

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