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mike-newgrange
January 17, 2024
Question

Can I add a line between lines in an estimate ? For example I want to add a line between line 50 and 51. I'm using QB Online TIA!

  • January 17, 2024
  • 1 reply
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1 reply

Nicole_N
Nicole_N
January 18, 2024

Yes, Mike, you can add a line between the lines in an estimate in QuickBooks Online. I'll go over some details to guide you through the process. 

 

To do this, you can tap the plus (+) button that appears after clicking line 51. This will allow you to insert a new line at the desired position in the estimate. See the screenshot below for your visual guide:
 

 

 

By clicking the plus button, the numbering sequence will be adjusted. As shown in the image above, the product/service under line 51 will become 52. If you want to simply add a line at the end of the sequence, just select Add lines. 

 

You may also want to personalize and add specific info to your sales forms. This helps enhance your business' communications as you get to decide what info your customers see.

 

Let me know if the steps above do the trick. I'm always a few clicks away if you have any more questions regarding estimates in QuickBooks Online. 

T
tpkern
January 21, 2024

Hi it seems since they changed or updated the quickbooks template that + is not there anymore?  How do you insert a new line while writing and estimate or modifying an invoice without having to drag every line down to create a space for the new line?  I hate it when they change the thing you're used to using without any way of keeping the current template.  Thanks for any help.

tpkern

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IrizA
January 21, 2024

I know an explanation for why you're unable to see a + button in your estimate window, tpkern.

 

If you're currently using the new layout in QuickBooks Online (QBO), having the + icon is unavailable. However, you don't have to worry since you can add your items and even drag them wherever you want to by following these steps: 

 

Here's how: 

 

  1. Go to the +New located at the top left corner and click the Estimates. 
  2. Fill out the necessary fields. 
  3. Click the six-dotted icon beside the number to add a line item. If you want to insert a line between numbers, you can drag an empty line and put it in between.

  4. Once done, you can now click Save or Review and send. 

 

Since the + icon is unavailable in the new layout, I recommend sending your valuable suggestion. This way, our engineers may be able to view your feedback and might include it in the software. 

 

Here's how: 

 

  1.  Go to the Gear icon located in your top right corner. 
  2. Under the Profile column, select Feedback. 
  3. Enter your idea in the provided field. 
  4. Click Next to submit. 

 

On the other hand, if you're using the old layout, you can see the + icon and add a line item by clicking the empty field in the Product/Service column. Also, know that you can drag it by clicking the icon beside the number and dragging it to the line item you'd want to put it in. 

 

You can also refer to this material if you want to learn more about how to set up estimates: Create and send estimates in QuickBooks Online. 

 

Furthermore, in case you want to convert your estimate into an invoice after a customer accepts your estimate, you can use the information within this material: Convert an estimate into an invoice in QuickBooks Online. 

 

If you have further concerns or information when it comes to QuickBooks, hit the reply button and enter your questions in the comment section. We're always ready to help you with your inquiry. 

 

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