I understand the importance of features that match your business needs, @Slevy7. Nonetheless, the software does have restrictions that inhibit the inclusion of certain fields or columns in exported or printed documents. I'll provide more details below.
Different software may have preset settings for printing or downloading documents that automatically exclude such columns or sections. For example, some columns are system-generated, like those used in progress invoicing to display the remaining balance owed by your customer, and are meant only for internal reference, thus not included in printed outputs.
Please consult our product engineers to investigate and understand these limitations.
To send your feedback, you can follow these steps:
- Sign in to your QBO account.
- Go to the Settings icon.
- Select Feedback.
- Enter your product recommendations.
- Click Next to submit.
You can track your requests through this article: Customer Feedback for QBO.
As a workaround, consider including a note within your estimate that details the amount currently being invoiced and specifies the outstanding balance. This addition will enhance clarity for you and the client, ensuring everyone understands the financial status and remaining obligations related to the estimate.
Additionally, QuickBooks Online gives you the tools to create personalized and professional-looking invoices, estimates, and sales receipts. Here's an article that you can use to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Furthermore, for guidance on handling online and in-person sales payments through QuickBooks Payments, check out this article: Receive and process payments in QuickBooks Online with QuickBooks Payments.
Lastly, did you know we offer free sessions with our QuickBooks Live Expert Assisted service? Our experts specialize in simplifying financial management and providing customized advice to meet your business's needs. Start your journey toward a brighter future with just one click.
If you need further assistance regarding your estimates template, feel free to add your Reply below. We are here to support you as timely as we can.
