cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
gomezloaiza-e
Level 1

I am trying to make quotes from my iPad but unfortunately when I want to change the template I can't do it from my iPad, is there a solution?

 
1 Comment 1
Bryan_M
QuickBooks Team

I am trying to make quotes from my iPad but unfortunately when I want to change the template I can't do it from my iPad, is there a solution?

It is a great idea to customize a quote template using the QuickBooks Online (QBO) mobile application iPad version, Loaiza. I believe this will help you finish your task quickly in editing the appearance of a quote entry display.

 

Currently, editing quotes in the QBO application using an iPad or any mobile device is unavailable. In the meantime, you can submit direct feedback to our Product Development Team requesting to make this available in the QBO app iPad versions. Once they see that it can improve users' experience, they can add this to our future product updates. Here's how:

 

  1. In the left navigation, click See all.
    Quote Feed 1.png
  2. Scroll down and select Send feedback below.
  3. Enter a brief description of your concern and tap Done in the lower left section.
    Quote Feed 2.png
  4. Finally, pick Submit feedback.

 

As a workaround, you can log in to your account via a web browser and go to the Custom form styles from the Gear icon tab. Then, locate your default Quote template and edit it or create another one by clicking New style.
Workaroudn 1.pngWorkaround 2.png

 

You can always return if you need additional assistance in managing your quote transactions and customizing the template. Have a good one!