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Replying to:
Kurt_M
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Hi there, @priley1.

 

Before anything else, please know that it isn't the experience we want you to have when running and customizing estimates reports inside QuickBooks Online (QBO). We recommend submitting a feature request to our Product Development Team expressing your interest in having the option to rearrange, add specific details, and prepare the data using your preference. Once they see your feedback, they'll evaluate it and consider for future program updates. These are the steps:

 

  1. Access your QuickBooks Online company.
  2. On the top right corner, click the Gear icon.
  3. Select Feedback and then enter your comments or product suggestions.
  4. Once ready, click Next to submit feedback.

 

Moreover, here's an article about saving custom reports and keeping their current settings for future use: Memorize reports in QuickBooks Online.

 

Feel free to comment below if you have other questions regarding the program or need assistance handling estimates inside QuickBooks. We'll make sure to get back to you as soon as possible.

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