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V
Valorlando
March 15, 2024
Question

The Estimate template | Sales Price, Cost of an Item to be displayed

  • March 15, 2024
  • 1 reply
  • 0 views

Basically - Need to have these fields displayed on the Estimate. 

Both fields are showing the exact SAME value of the Cost.

Need the unit Sales Price, Need the Cost - on the Screen please!

We're at the mercy of the programmers here, there's no fix or workaround.

 

Thanks!!

1 reply

J
JanbonN
March 15, 2024

We understand the importance of knowing the sales price and the cost of your item, @Valorlando. Let me guide you in displaying this in your estimate templates.

 

To begin, we'll need to put the cost and sales prices of the item.

 

  1. Go to Lists and choose Item Lists.
  2. Navigate to the item you want to put the cost and sales price.
  3. Double-click to open the item details.
  4. In the Cost and Sales Price section, input the amount.
  5. Click OK after making the necessary changes.

 

Additionally, you can refer to this article with the steps to personalize your sales forms: Use and customize form templates.

 

Let us know if you have other concerns with your estimate templates. We'll be here to help you in any way we can.

V
ValorlandoAuthor
March 15, 2024

we must be using a buggy version because that is not working. I am a software engineer as well, and I have tried all of those solutions - doesn’t work.

M
MelroseV
March 15, 2024

I appreciate all the efforts you've put into getting this to work, Valorlando. Let's figure out what's happening and find a resolution in your estimate display in QuickBooks Desktop (QBDT).

 

Ensure that you have updated your QBDT to the most recent version to maintain up-to-date software, ensuring access to the latest features and enhancements.

 

Let's run the Verify/Rebuild tool. The Verify function is designed to identify any corrupted data, while the Rebuild function will attempt to fix the damaged data detected. It also enables your QuickBooks software to restore the data inside the company file.

 

Let's ensure you create a backup copy of your company file before doing the Verify and Rebuild process. If changes occur, having a backup copy allows you to restore it to undo the changes.

 

Follow the steps below on how to verify data:

 

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
  4. Click OK when you see the message.
  5. If Verify finds an issue with your data, press the Rebuild Now or View Errors.
  6. Click Close or View Errors and take note of the specific error message.

 

Next, here's how to rebuild data:

 

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Rebuild Data.
  4. Click OK if you receive a prompt to back up your company file.
  5. Press OK when you get the message "Rebuild has completed and proceed to the next step.
  6. Then, run Verify Data to make sure there's no error.

 

If the error persists, I recommend contacting our Technical Support Team. An agent can take a closer look at it and escalate this issue to a higher tier for further investigation if needed.

 

Additionally, here are some articles to help you create personalize sales forms and modify your reports to show more details:

 

 

If you require any additional assistance with your estimates, you can always return to this thread. 

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