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August 25, 2023
Question

Jobber I can make multiple line items inside of a quote/estimate these line items being optional. The client can check off which item they want. How do I do this in QBO?

  • August 25, 2023
  • 1 reply
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1 reply

August 25, 2023

Hello david379, 

 

It's always a pleasure to see new faces in the community, Welcome! Thank you for contacting us here. I would be happy to provide some information.

 

At this time, there isn't an option that enables the customers to choose/check off the items they would like within the estimate. I can see how being able to do this would be beneficial for you and your customers. I recommend leaving feedback by heading to the Gear icon and selecting the Feedback option. These comments are viewed and considered by our developers when creating new features and updates for QuickBooks.

 

If you have any further questions, please do not hesitate to contact us here.