This way, you can track or review all the transactions you've added.
See the sample screenshot below.Īdditionally, you can always run any estimates reports and customize them. While creating the estimates, make sure to use the accurate template in the drop-down. For the complete steps, check out this article: Customize form templates. You can also click the Text, Text Box to enter a new box in the form.Īfter that, your new form will now display as an option in the template drop-down menu.Tap Field then choose the appropriate field.Choose Header and change the Estimates to Order under Company Name.Open the estimates form, then choose either New Template or Edit Current Template.I'd recommend either duplicate it and change the name or create a new template. There's a possibility that you're using standard/sample templates, that's why you're unable to customize it. I'm here to address and help customize your estimates template in QuickBooks Desktop (QBDT) for Mac. Hi there, appreciate you for personalizing your form.
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