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Replying to:
JasroV
QuickBooks Team

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This isn’t what I want you to feel, @lauramason.

 

Allow me to share some steps to get around this issue. You’ll want to import your own custom form style without the Accepted By and Accepted Date field. This way, you can send an estimate to your customers without those fields. I’d be glad to guide you how:

 

  1. In your QuickBooks Online (QBO) account, navigate to the Gear icon, and select QuickBooks Labs.
  2. Turn on Import Style.
  3. Go to the Gear icon and select Custom form style.
  4. Choose Import style from the New Style drop-down menu.
  5. Select Estimate and then Next.

You can also utilize this article for more details about the process: Import custom form styles for invoices or estimates.

 

Rest assured our engineering team is aware of this feature request and is working for ways in implementing this in the future. While we don’t have a specific time frame as to when this option will be available, I suggest checking our QuickBooks Blog page. There, you'll stay up-to-date on the latest news and updates in QBO.

 

Furthermore, let me share this resource that you can utilize for reference in case you need to add some details to your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I’ll be around if you have other questions about customizing estimates in your QBO account. Leave a reply and I swing back into action. Keep safe and take care!

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