MirriamM
Moderator

Manage Customers and income

Welcome to the thread, SharonG3905.

 

In QuickBooks Online (QBO), you can import and design the custom form style for your estimates. From there, you can remove the Total on the imported file. 

 

To import your custom form style, here's what you'll need to do:

  1. Map your template fields. 
  2. Save and upload your DOCX template. 
  3. Match your fields with QuickBooks fields. 
  4. Preview and confirm your style.

For more details about this process, see this article: Import custom form styles for invoices or estimates.

 

For future reference, visit this link on how you can turn an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online.

 

If there's anything else you need help with in managing your sales forms, feel free to comment down below. I'm here for you. Have a great day ahead.