Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
JaeAnnC
QuickBooks Team

Reply to message

I appreciate you for reaching out to us.

 

Yes. You can have the Estimate page in a full-screen view and hide the customer list panel when creating estimates in QuickBooks Online (QBO) for iPad, and I'm here to guide you on how.

 

The list of your customers will appear after selecting the Customer dropdown on the Estimate page. To prevent your other clients from seeing your other customers' names when sending them quotes, I'd recommend deselecting the Customer field.

 

In addition, the QBO app for iOS makes it simple to attach a note to an existing transaction. This way, you can include descriptions that can be used as proof of tracking, reminders, and other important information.

 

We'd also appreciate it if you can share a screenshot of your Estimate page so we can visualize your concern and provide a more accurate resolution.

 

Let me know if you have any follow-up questions about estimates. We'd love to have you back in this thread. Take care, and have a good one!

Need to get in touch?

Contact us