ShyMae
QuickBooks Team

Other questions

I understand you want to print your estimates precisely as they appear on the interface when you open it online, GranadaBook. 

 

Currently, the option to print estimates like what you see on the interface is unavailable. As a workaround, you can follow the steps provided by my colleagues, or you may use an Excel spreadsheet. 

 

I see this is essential to your business, so I'd recommend sending feedback to our product development team. They will carefully review your idea and may consider it for future updates. 

 

To submit your suggestion:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

We greatly appreciate your input and value your contribution towards enhancing our product. 

On the other hand, I've got the steps on how to ensure that account and estimate summaries are displayed on your sales forms.

 

Here's how:

 

  1. Go to the Gear icon, then select Custom form styles.
  2. Look for the invoice template, then click Edit
  3. Hover to the Content and click Date section 
  4. Tick the Show on invoice. 
  5. Tick all the necessary information and column you want to show in your invoices.
  6. Now click the lower part of section of the body, then tick Estimate summary
  7. Hit Done.

    See attached screenshots for reference. 

    Sample.jpg Sample.jpg

 

Moreover, I'll add articles to share some tips and information on how to customize and run reports:

 

 

Please tap the reply button for further assistance and clarifications regarding your estimates and invoices. I've got your back always.