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Replying to:
AlcaeusF
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Thank you for posting here in the Community, @Feanorq8.

 

Let me share some clarification about using estimates in QuickBooks Online.

 

The only fields you can modify are the ones you can find when customizing the estimate/quotation template. Currently, you can only customize the service date of your products and services (see screenshot below).

 

Also, you can try importing your own custom form style for your estimate. Here's how:

 

  1. Go to the Gear icon.
  2. Select QuickBooks Labs.
  3. Turn on Import Style.
  4. Go to the Gear icon and select Custom form style.
  5. Choose Import style from the New Style drop-down arrow.
  6. Select Estimate and click Next.
  7. Follow the instructions until finish.

We appreciate your input on this feature related to the estimates. We always continue to improve the options and ability to customize further in QuickBooks Online, and this preference might be available in the future.

 

In the meantime, please visit our QuickBooks Blog to stay up to date with all the changes that are being made.

 

I've included the following articles you can use to handle estimates, like how you can customize and import your own custom form style:

 

Please let me know if there is anything else I can do to help by clicking the Reply button below. Have a great day ahead.

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