HOW DO I ADD MY BANKING DETAILS TO ESTIMATES

I'll share the information on how to add banking details to your estimates, automactrading-h.

You can enter the bank details in the Message displayed on estimate box. Your customer will see this information once they open the estimate from their email.

I'm adding a screenshot of where to see the box when you create an estimate.

Aside from Message displayed on estimate box, you can also use custom fields for your sales forms. This gives you the flexibility to add additional information and drive insights through detailed reports.

You can browse this article to learn how to use and set up the Custom fields feature: Add custom fields to your sales forms and purchase orders in QuickBooks Online Plus and Essentials.

Estimates are part of the progress invoicing method in QuickBooks. Once your customer approves the estimate, you can convert it to an invoice. Check out this article for the workflow and keep project payments organised and connected from start to finish.: Set up and send progress invoices in QuickBooks Online.

Stay in touch with me if you need more help with adding bank details to estimates. Just leave a comment below and I'll get back to you.