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March 16, 2022
Question

How can I add a job site address to an estimate

  • March 16, 2022
  • 1 reply
  • 0 views
I see how I can add a customer but I need to add a different address for the job site

1 reply

Jen_D
March 16, 2022

It's nice to see you here, @horsman-proimage.

 

I can share some information about this estimate concern. If you want to add additional address on estimates besides the original address of the customer, you can use custom fields for it. 

 

To add custom fields in QBO:

 

  1. Go to Settings ⚙. Then select Custom fields.
  2. Select Add custom field. If you’ve already created a field, you’ll see Add field instead.
  3. Complete the details and click Save.

 

Next, add the filed to your estimate template. Here's how:

 

  1. Go to Settings ⚙, then select Custom fields.
  2. Select Add field.
  3. Enter a name in the Name field.
  4. Select the All Sales forms checkbox.
  5. If you want the custom field to appear on printed and delivered forms, turn on the Print on form switch. Otherwise, it will only be visible in QuickBooks.
  6. Select Save.

 

You might also want to check out these articles to learn how to manage customers and customize your sales forms in QuickBooks Online: 

 

 

Please visit us here if you need further assistance with your sales forms. I'll be right here to help. Have a good one!