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nicol3-tan
Level 1
posted
‎October 03, 2020 05:35 PM
last updated ‎October 05, 2020 7:55 PM

After downloading my estimate to client, I realise there isn't a running number on my itemised items on the sheet. How do I get it on to that sheet?

 
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1 Comment 1
AlexV
QuickBooks Team
QuickBooks Team
‎October 03, 2020 08:55 PM

After downloading my estimate to client, I realise there isn't a running number on my itemised items on the sheet. How do I get it on to that sheet?

Hi there, nicol3-tan.

 

I understand that you need to add the numbering then you generate a copy an estimate.

 

Though QuickBooks Online has a built-in feature to customise sales forms, we're unable to add it. The best option is to create your own template using a Word document and import it.

 

For the detailed steps, here's how to import custom form styles for invoices or estimates.

 

I'm sharing these articles for additional details:

Comment below if you have more questions. I'll be here!

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