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scottmbowles
January 9, 2019
Question

Can I design an estimate that does not total each line item at the bottom... Just need single line amounts across without total at bottom. Thanks Scott

  • January 9, 2019
  • 8 replies
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    8 replies

    Mark_R
    January 9, 2019

    Hi scottmbowles,

     

    As of now, QuickBooks Online doesn't have an option to design an estimate without a total amount. 

     

    As a workaround, you have the option to create and import your own form style using an MS Word. Let me show you how.

     

    First, we need to turn on this feature. Here's how:

     

        1. At the top right corner, click Gear icon.
        2. Select QuickBooks Labs.
        3. Scroll down the screen and toggle the switch for Import Style to On.
        4. Select Done.

     

    Then, design your own template in an MS Word file. Once done, you can import it to QuickBooks. Here's how:

     

        1. At the top right corner, click Gear icon.
        2. Under Your Company, choose Custom Form Styles.
        3. Click the New style drop-down.
        4. Choose Import style.
        5. Click the drop-down under Select a form type, choose estimate.
        6. Click the link Download a sample, and make your own import form style.
        
    After uploading the form style, you can print the estimate without the total amount.

     

    Also, I suggest sending feedback to our engineering team by going to the Gear icon, then selecting Feedback. This way, they can consider adding this feature in our future updates.

     

    Please let us know if you have any other concerns. Have a good one.

    woodward82
    April 1, 2019

    I would just like to add, that this is a very important tool in the service industry. While my business is still new (within its first year). I find it frustrating and offensive that apps like Joist offer this simple toggle switch yet a company like Intuit can not seem to integrate a solution. 

    I also want to be able to add a small contract, and or other notes other than the generic line item layout. When estimating a job, I do not want them to feel like they are looking at some crazy bill.
    If I am putting in an estimate at a high rise apartment building with 10 floor plans.  And they want pricing on painting, cleaning, and or tile/flooring. It looks VERY unprofessional to make that list then at the bottom it has a 6 figure number and i have to explain how there's no way to send an estimate without it . 

    Now i realize I can integrate Joist with quick-books and so on, but this is basic functionality that needs to be implemented ASAP. 

    If i grow at the rate I am, I will need to find a different service that can handle my needs without 5 to 10 add-ons. And i spoke with a representative with Oracle Suite just a week ago.

    Intuit, I hope your looking at your customers needs. 

      tonyska
      September 5, 2019

      Agreed. It makes no sense that this simple customization is not allowed.


      Also you should integrate google fonts so we have a few more design choices.

        Ladyjey
        December 30, 2021

        I too am frustrated by the inability to remove the "total" line.  Our new version of QBO doesn't allow us to import forms.  What do I do?  I open the completed estimate in Adobe, then use the fill and sign feature. Select the big "dot", select the dot color as white, (or whatever the ground color on your form is), and then just play with the size or use multiple dots to cover the word total and the amount!  Then print or save before sending. Crappy that we have to do this but it works!

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