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Q
Queue Bee No
October 22, 2024
Question

Show Customer/Job (Or Project) on Estimate PDF?

  • October 22, 2024
  • 1 reply
  • 0 views

Is it possible to show the Customer on the Estimate PDF?

For instance, we have a customer like "Company Name:Location:Spring Install"

It's set to bill back to "Company Name".

When we create an estimate, it only says "Customer Name". Is there any way to have it say "Spring Install"?

1 reply

J
Jovelyn_M1
October 22, 2024

Thanks for reaching out to the Community, Scobee. Let me address the option to display the project name in the Estimate PDF section.

 

When using QuickBooks Modern template, the Estimate PDF displays both the customer name and the associated project by default. To exclude the customer name, select the project on the estimate screen. To do this, follow the steps below:

 

  1. Locate and open the estimate that you want to save as PDF file.
  2. Under the Add customer drop-down list, ensure to select the project name. The project name is indented under the associated customer.
  3. Review other details, then, hit Print and download.

You can check this article to learn how to add custom fields to your sales forms and purchase orders: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Get back here in the Community space if you have further questions related to QuickBooks like running reports, handling transactions, etc. I'll be more than willing to help.

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