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October 12, 2023
Question

I sent my first estimate, before it shows the pdf there is a "preview " of what's in the pdf written. How do I make that go away?

  • October 12, 2023
  • 1 reply
  • 0 views
This is what it looks like
--------------------------------- Estimate ---------------------------------
                                                                            
                                                                            
123 street                       
Saskatoon SK                      
(xxx) xxx-xxxx                        
http://www.test.com          

Estimate #:   test                                                        
Date:         11/10/2023                                                  
Exp. Date:    11/10/2023                                                  
              $10,500.00          
                                                                            
----------------------------------------------------------------------------
Address:                                                                    
                                                                            
Bob                                                              
123 Abc St                                                                  

----------------------------------------------------------------------------

    Date    Activity DescriptionSales Ta    Qty       Rate        Amount    
11/10/2023 Services  Test          GST       1       10,000.00    10,000.00 
____________________________________________________________________________
                                     SubTotal:                    10,000.00
                                     Sales Tax Total                 500.00
                                     --------------------------------------
                                     Total:                      $10,500.00

                                                                            
                                                                            

******************************** Tax Summary *******************************

               Rate                                Tax                 
             GST @ 5%                      500.00
****************************************************************************

1 reply

October 12, 2023

Hi there alchemyrenovatio,

 

It's important that all your information is correctly entered in your transactions so your sales and expense totals can be accurate. QuickBooks Online is a great tool able to help you create and send sales forms such as invoices and estimates for your customers. I can point you in the right direction for assistance with form customization.

 

One setting to check would be the Online delivery settings. To do this, go to the Gear Icon, then Account and Settings. Select the Sales tab, then Online Delivery. You can choose to show full details or a short summary in the email, as well as attach a PDF, or not. You can also choose to send it as Plain text, or as an Online invoice.

 

If the error persists after changing these settings, I recommend reaching out to the QuickBooks Online support team outside of the Community. They'll be able to view your account with you in a secure setting to help you personalize the view of your estimates. You can reach them using these steps:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and X / Twitter

 

If you have any other questions, feel free to reach out here.