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April 14, 2021
Question

I want product description to display on estimate

  • April 14, 2021
  • 1 reply
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1 reply

April 14, 2021

Hi info1154,

 

QuickBooks is a great program that makes it easy for you to manage your estimates. The program also provides the flexibility which allows you to customize your estimate to your liking. I'll be happy to show you how to edit your invoice so the product description appears. 

 

To get started, click on the Gear icon > Custom Form Styles > select your Estimate template from the drop-down at the top right. Once the estimate template comes up, click on the Content tab > click on the middle section of your estimate (the part where the product name is located) > checkmark Include product description here. Click Done and make sure your changes are saved. Going forward, the estimates you send will include a product description. 

 

Give this a try and let me know how you make out. I'll be on standby if you need anything else.