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Z
ZCCR
November 5, 2018
Question

Auto Body Repair Shop Estimate Invoice

  • November 5, 2018
  • 2 replies
  • 0 views

We are an Auto Body Repair shop in Florida and are required by Florida law to have a lot of information on our Estimates and Invoices. The Florida Department of Ag which regulates us has a sample invoice/estimate available in Word. However QBO does not accept it. 

Without having to try to learn Excel proficiently or QBO, is anyone out there using QBO in this field that can offer any suggestions? 

The standard templates do not allow enough modifications whatsoever! I have called the helpdesk and searched all over. I am at a loss! 

Please help! 

Sample Motor Vehicle Repair Shop Estimate attached. 

2 replies

R
Rasa-LilaM
November 6, 2018

Glad to see you here, ZCCR.


Welcome to the Online Community. I’m here to ensure you’ll be able to create estimate/invoice that meets your state’s requirements.


At this time, the option to add more details when customizing sales forms templates is unavailable.  You may want to consider using a third application to add a splash of personality to your business forms.


You can either visit the QuickBooks App Store or just go inside your QBO account and select Apps on the left panel. To narrow down your search, browse the applications by category or just enter a keyword in the search field.


At Intuit, we strive to improve the program in order to provide a better experience while using it. Sending your ideas is one way of improving the product, so I suggest you let our engineers know you'd like the option to directly add more details in the Custom Style feature.


Here's how:

 

  1. Click on the Gear icon.
  2. Choose Feedback.
  3. Enter your request/product suggestion and click on Next.
  4. Click on Skip and send message.
  5. Select Feedback as the Category.

I've added a link that will visually guide you on how to customize invoices and other transaction forms.

 

Drop me a line if you have more questions about the product. I'll be happy to assist you further. Have a great rest of your day.

    M
    Malcolm Ziman
    November 6, 2018

    I don't think a "splash of personality" is what this Auto Body Repair Shop is looking for.

      Rustler
      Rustler
      November 6, 2018

      @ZCCR

      QB is accounting, the estimate is work flow, typically shops like yours use the approved estimate, you print it in bulk usually a 2 or 3 part carbonless form and use it in the shop.

       

      When the job is done, you transfer totals to QB to track your accounting, total labor, parts, epa fees, etc etc

        Z
        ZCCRAuthor
        November 6, 2018

        We are trying to eliminate double work. If we can just send our invoices out thru QBO they can be paid for by our customers online as well. And we won't have to do double data entry. 

        We are a high end restoration shop so we do not make 100s of invoices or estimates weekly or even monthly. Just want one simple invoice/estimate in one place. Trying to Keep it simple. 

        Thank you for your input :)

          A
          Anonymous
          March 28, 2019

          Any luck? I’m looking to do the same and wondering if we can important an image and place it somewhere? If so we could make an image of the “I do not request a written estimate” checklist requirement to the form using the 12pt arial point. I’m surprised QB hasn’t attempted to accommodate a little further since this is a state requirement and becomes a legal issue when not compliant. I could see some attorney trying to hold QB liable. Ha! Never know these days!

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