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Replying to:
MichaelDL
QuickBooks Team

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@heatherddgframe

 

Hello there, Heather.

 

It's my goal that you can send Estimates from QuickBooks the way your business needs. I've verified through thorough research that at this time, QBO only supports uploading a custom template for Invoices. Although this no longer seems to be a feature, rest assured that I'll be submitting feedback directly to the Development Team to see it reintroduced. Other customers have also mentioned wanting this feature returned, so I strongly encourage you to add to their voices by submitting a request within QuickBooks. Just click the Gear (⚙) icon and select Feedback.

 

In the meantime, I'd like to offer you QBO's native options for customizing your Estimate templates. To create an estimate from scratch, follow these steps:

 

  1. From QuickBooks Online, click the Gear (⚙) icon > Custom Form Styles.
  2. On the New Style drop-down menu, select Estimate.
  3. Use the settings on each tab to build your estimate from the ground up. Be sure to click Save before finishing.
     

With these resources, you'll be able to give those Estimates a personal touch that exemplifies your company and what it represents. We also offer a guide on customizing forms in QBO that you may find helpful. Be sure to let me know how else I can empower you to make QuickBooks work the way your business needs. Thanks for coming to the Community, wishing you continued success.

 

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