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July 22, 2024
Question

Can you move the items around in the Modern Format on Estimates using the left ellipses like previously?

  • July 22, 2024
  • 1 reply
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When you highlight the ellipses now, a hand appears but it appears that it can only be used to add lines.

1 reply

July 22, 2024

Yes, you can rearrange or move items in the modern format of Estimates, @arkvalleyinfo. Let me show you how.

 

A Hand icon will appear when you hover your cursor over the Ellipsis icon, indicating that you can reorder line items or add another line:

 

  1. Sign in to your QBO account.
  2. Click the + New icon and select Estimate.
  3. From the Estimate page, enter the details needed.
  4. In the Product/Service section, choose your specific items.
  5. You can move the item by clicking (long press) to an Ellipsis icon before the number line, then move it up or down.
  6. Once done, click Save and Close.

 

I've attached a screenshot for your reference:

 

 

Moreover, you can utilize this article to learn how to convert an estimate directly into an invoice once your customer accepts your estimates: Convert an estimate into an invoice in QBO.

 

Feel free to reach out again if you need anything else with rearranging items on Estimates. I'll be around to help.