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lelarrauriv
Jan 4, 2019 11:04 PM UTC
Solved

I just downgraded from Plus. I do dropshipping, so I don't track my inventory. I want to do estimates with products with quantity, that can be done with Essential Plan?

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Answer
Jan 7, 2019 11:28 AM UTC

Hi, 

 

I checked my customized form, and when I see the preview show the quantity in the form.

But in the estimate screen, when I am doing estimate doesn't show. Or is there any other place where I can turn that off?

 

Thanks

Luis


The Quantity and Rate columns are still available in Essentials, lelarrauriv.

 

We just need to customize the estimate template to show the Quantity column. Let me show you how:

  1. Click on the Plus icon.
  2. Select Custom Form Style.
  3. Click on the Edit link for the Estimate template.
  4. In the Content tab, click on the center page.
  5. Check the Quantity and Rate boxes.
  6. Click on Preview PDF and click on Done.

 

Please come back with me if you need anything else. Thanks!

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10 replies

JonpriL
Jan 5, 2019 12:31 AM UTC

Glad to have you here, @lelarrauriv!

 

I'll be happy to tell you that Estimate is available in Essentials plan.

 

Even if you've downgraded, you can be able to create unlimited estimates.

 

Let me show you how:

  1. Go to the Plus icon.
  2. Under Customers, choose Estimate.
  3. Enter information needed for the transaction.
  4. Click on Save and close.

Here's a link to learn more of the features of your plan: Compare QuickBooks Plans.

 

Also, you can read through this article to learn more about the feature: Estimates/Quotes - Setup and Function.

 

It'll be our pleasure to help you with your other concerns. Have a blissful day!

lelarraurivAuthor
Jan 6, 2019 5:00 AM UTC

Hello, thanks for your reply

I am been able to create estimates, but in my product item line, I can not indicate quantity. Is this because I am using Essential Plan?

I don't care about tracking the quantity, as I do dropshipping, however I will want my estimates to get the quantity to multiply for the unit price

 

Thanks

Luis

Rustler
Rustler
Jan 6, 2019 12:15 PM UTC
@lelarrauriv wrote:

Hello, thanks for your reply

I am been able to create estimates, but in my product item line, I can not indicate quantity. Is this because I am using Essential Plan?

I don't care about tracking the quantity, as I do dropshipping, however I will want my estimates to get the quantity to multiply for the unit price

 

Thanks

Luis

Check customize forms and insure that the down grade did not turn off the qty column on the forms, estimate, invoice etc

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