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September 16, 2021
Question

Hi when i go into all sales, in the blue section (estimates), i can see the estimates but i need more than the number and customer, i need the property address

  • September 16, 2021
  • 1 reply
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1 reply

September 16, 2021

Hello there, homesafe1.

 

I'd like to clarify how you entered the property address in your estimates so I can walk you through the correct steps in adding a column to the All Sales > Estimates page. To add a column, you can follow these steps: 

 

  1. Click Sales from the menu and click All Sales.
  2. Select the Estimates blue tile.
  3. Above the ACTION column click the small gear icon.
  4. Select the data you want to add in the columns.

If the option where you entered your property address is not included in the list, you'll want to use the Memo field in entering the address. 

 

For more details about your estimates, you can run reports. If you want to personalise and add specific info to sales forms, you can use this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Kindly share some more information by clicking the Reply button below. I'll be waiting for your response on this. Have a good one!