Is anyone else experiencing major issues with the newly released quickbooks estimate format particularly on the project cost estimate?

I appreciate your elaboration and sharing a video regarding your experience with the new estimate layout particularly on the project cost estimate, @likemike8507. This is one of the updates that have been made to the program, and I would like to provide more details on how this new rollout works in QuickBooks Online (QBO).

As QuickBooks is in the process of introducing new estimate updates to customers, there have been changes made to enhance the user interface and improve the overall experience with the program.

Firstly, the program utilizes the same method in calculating the total amount of items in the estimate. It calculates the Quantity with the Rate and adds all the products together. Therefore, it's important to ensure that the quantity and rate are correct to come up with an accurate total amount.

As for the items included in the bundle, if they are from inventory or service items, QBO automatically uses the Sale price/rate you've entered on these items and not its cost. This is to avoid inaccurate recording of sales once the bundle is sold.

On the other hand, the option to reorder the items from the bundle once you select and add them to the estimate is unavailable. It follows the order you set when you add them when you create the bundle. However, if you like to change its order, you can go directly to the Product and Services tab and arrange them as desired. Here's an image for your guidance:

Lastly, the Rate is a default column in all sales forms in QBO. Thus, if you want to remove it from the estimate, you'll have to create or customize the template using the Custom Form Style feature within the system as an alternative. I'll guide you through the process:

1. Go to the Gear icon and select Custom Form Style.
2. Click the New Style button, then choose Estimate.
3. Go to the Content tab and hit the pencil on the middle section.
4. Uncheck the Rate and hit Done.
   
   
5. Move back to the estimate, then tap Design in the Manage gear icon.
6. Pick the template you created and save the changes made.
   
   

Please note that while the Rate column will appear on the estimate page, it will be removed once you print or download the estimates.

For more details on the new estimate and invoice release, you could read this article: See what’s new with estimates and invoices in QuickBooks Online.

Additionally, once the estimate is approved, converting it to an invoice will be easier by following this reference: Convert an estimate into an invoice in QuickBooks Online.

I hope this information helps you understand the workflow of the new estimate updates so you'll get back to managing your business smoothly. If you have other questions about this, let me know by clicking the Reply button. I'll get back to you to answer them.