Custom Estimate Template - Quickbooks Desktop

Hi @NgateBL , 

Thank you for reaching out to the QuickBooks Community. I can suggest a few steps that you might find useful to get you back on track in no time.

Here is what you'll  need to do:

• Select the type of form you’d like to customize.
• From the form, select the Formatting tab then select Manage Templates.
• Select a template to preview, then select Copy to create a new template or select OK to edit the template.
• Use the basic customization window to:
• Change fonts and colours: This section lets you personalize fonts and colours for certain details used in the form, like company name, labels, and data.

At this step, you'll want to pay attention to as you would like to modify what you would like to view on your template. 

• Change company & transaction information: Here you can select the contact information you want to appear on the invoice. You can also change any of this information by selecting Update Information.

• SelectAdditional Customization to add or remove the items from the header, columns, or footer. Then select layout Designer to move or resize items on the form.
• When you’re done, select OK.
• Select Print Preview to see your form. If everything looks good, select Close.
• Select OK.

However, I do hope these pieces of information help you with what you're looking for. Remember if you have more questions don't hesitate to reach out. 

Have a great day. 

Hi NgateBL,

It's nice to have you join us here in the QuickBooks Community! I know being able to customize your customer forms can give you the opportunity to add your personal touch while also ensuring transparency and accuracy in the information you're sharing with your customer. I can shed some further light on this.

As AshadH alludes to, QuickBooks Desktop has a number of customization options available in the program, including for estimates. It all starts by navigating to the Lists menu and then choosing Templates. From there, you'll see a number of options, and I recommend reading through the Use and customize form templates article from this forum to familiarize yourself with what you're able to do.

For what you're looking for specifically, you'll be looking at customizing the estimate using the Additional Customizations button, which then takes you to where you can adjust header, column, footer, and print settings. Click the Columns tab to see where you can rename and renumber to reorder the columns as you'd like. You'll notice there are some columns that cannot be reordered, but there are several you can move around. Once you've got everything just as you'd like, you can hit OK to save.

This should get you on track with your custom estimate template, but don't hesitate if you have further questions about working with these forms. I'm here to help however I can!