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RCV
QuickBooks Team
QuickBooks Team

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Hi there, Kat4101.

 

I understand how important it is for your company to edit the estimate email format to look more professional. This option is unavailable in QuickBooks Online (QBO). We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Let me demonstrate:

 

  1. Go to the Gear icon.
  2. Hit Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

I've attached screenshots below for your reference:

screenshot.PNG

 

 

You'll want to include a summary in the email, instead of the full details. Here's how:

 

  1. Click the Gear icon.
  2. Select Account and settings and proceed to the Sales tab.
  3. Go to the Online delivery section and select Edit.
  4. Choose Show short summary in email.
  5. Click Save and Done.

 

You may refer to the following link for tutorials and articles about sales and customers: Topics about your company's income and customers.

 

Know that our door is open 24/7 if you need assistance performing specific tasks in QuickBooks. You can also utilize the REPLY button below if you have any additional QuickBooks-related concerns. You have a good one.