Skip to main content
April 16, 2024
Question

In the estimate form is it possible to change the form entry layout? On the QB desktop we always entered the quantity before the item just like on the estimate printout.

  • April 16, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

April 16, 2024

Hi, REBiel1. 

 

Thank you for your interest in customizing sales forms in QuickBooks. QuickBooks allows you to customize the style and layout of your sales forms, such as invoices, estimates, and sales receipts, to represent your business better. You can personalize your forms by adding your company logo, changing the font and color scheme, and choosing which information is displayed.

 

Customizing your sales forms not only creates a more professional and consistent look for your business but also ensures that your forms meet the unique requirements of your business. For instance, you can include specific fields, such as a purchase order number or payment terms, and set default values for those fields so that you don't have to enter the same information repeatedly.

 

When you print out your sales forms, the information is arranged logically and consistently. The date, activity, description, quantity, rate, amount, and SKU are always displayed in that order. Still, you can adjust the form layout to ensure that the most important information is displayed prominently.

 

 

 

 

If you're interested in learning more about how to customize sales forms in QuickBooks, please refer to this article that explains how to personalize sales forms in QuickBooks Online's new and previous versions. The article provides step-by-step instructions on how to customize invoices, estimates, and sales receipts in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

If you need assistance or have further questions, please don't hesitate to reach out. Your success with QuickBooks is important to us, and we're here to support you in achieving your goals. Have a great day!