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Replying to:
jeanbiverly_
QuickBooks Team

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I can guide you through showing the total estimate, invoiced, and the remaining amount when printing estimates, Dawn.

 

When printing estimates, ensure the account and estimate summary are ticked in the template to display all necessary columns.

 

Here's how:

 

  1. Go to the Sales menu, then choose Estimates.
  2. Look for the estimate and click Edit under the Action column.
  3. Select Customize from the bottom navigation panel, then Edit current.
  4. Open the Content tab.
  5. Select the second box or the Table part of the estimate.
  6. Under the Account summary section, ensure that the Show on invoice box is checked.
  7. On the third section or the Footer part of the estimate, select the Edit icon.
  8. Tick the Estimate summary checkbox.
  9. To save the changes, hit Done.

 

In case you want to split an estimate into as many invoices as you need, you can check out this article for more guidance: Set up and send progress invoices in QuickBooks Online.

 

I'm ready to back you up if you have further concerns regarding printing estimates. Feel free to hit Reply. Stay safe!

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