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T
TStrickwerda
June 4, 2020
Question

Sales Estimate/Packing List/Work Order

  • June 4, 2020
  • 1 reply
  • 0 views

I just switched to Quickbooks Online. I need to recreate the form that our customer signs when we drop off deliveries.

 

It needs to include: Estimate # (listed as packing list #), PO #, PO Due Date, Date Shipped, Customer Name/Address, Received by & Date signature line on bottom.

 

Not include: Price.

 

ESTIMATE TEMPLATE: The 'Estimate' form reads: 'Approved by & Date' on the bottom. This cannot be edited or removed. It also includes pricing.

 

PACKING LIST TEMPLATE: The 'Packing List' form does not include Estimate # (though I added using a custom field -- I have to copy/past the Estimate # each time). I could live with that, if I could find a way to add the 'Received by & Date' line on the bottom. I am currently using this form and handwriting the 'Received by' line each time -- it looks VERY unprofessional. 

 

Does a solution exist for this?

 

Thanks,

Tara

1 reply

N
Nick K
June 4, 2020

Hi TStrickwerda,

 

Thanks for reaching out and I'm happy to have you as part of the QuickBooks family. Customizing your templates is the key to giving your customers that personal touch. At QuickBooks Online, we make customizing as easy as 1-2-3, and I'd love to walk you though how to do this.

 

To customize an estimate to include your transaction numbers you will need to add custom fields into your template. You can do this by following these steps Gear > Account and Settings > Sales > Sales Form Content, This will allow you to include the information into your template but it will not auto populate and will need to be added manually. You can also follow the steps in this link on how to access the existing forms and edit what columns are included.

 

You can also create your own template and import it into QuickBooks online as this would be the only way to add a signature line onto your template. This is the article that explains the steps on how to import the form into QuickBooks.

 

Our developers are always looking to hear feedback from what businesses are looking for. If you want to have different customization options for your templates, you can submit ideas online by going to Help>Send Feedback Online>Product Suggestions.

 

Have a great day!

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