Question

Estimates - Item amounts not appearing

Forum|Forum|6 years ago
May 8, 2020
2 replies
4 views

When I create an estimate and I choose an item from my item list the amount does not show up on the estimate. However, the amount for the item appears on all other reports.

What could be the problem.

QuickBooks Desktop

N

Nick K

Hey Strudel,

Using estimates is not only a great way to save time, it also helps keep an eye on what you might need inventory wise. Whenever you make any kind of order, invoice or estimate the information you see is directly related to the template you have selected. Want to know the best part? You can completely customize it how you want! Don't worry, I have your back through this.

You'll be prompted to make a copy, that way there's always a base to go back to. When you want to customize any aspect of your templates then you just need to follow the steps in this link.

To include item quantity you'll just need to follow these steps:

1. When in estimates click the formatting option at the top.
2. Click customize data layout.
3. Click on column.
4. Select what you want to show on the template

Once the information is selected you'll just need to make sure that template is assigned to the estimate.

Hope you have a great weekend.

S

StrudelAuthor

The item amount shows as zero even though there is an amount set up in the items list

K

kevin freeway

I have same problem and everything is as should be but the amount column doesn't populate the price. and in the basic coustomization area in the column field the amount (screen) has a grayed check mark that you cant change and the print field won't let me check it!

Clark_B

QuickBooks Team

Hello there, Kevin. I understand how challenging it can be when the item prices don’t populate in the amount column of the estimates.

To begin with, please make sure that your QuickBooks Desktop is updated to the latest release and your payroll tax table to stay compliant. Keeping it updated allows you to access the newest features and fixes that may resolve this issue.

Also, ensure that your items have prices. If the price still doesn’t populate in estimates, you can use the Verify Data tool to check for any issues in your company file.

Here's how:

Select Utilities from the File section in your account.
Choose Verify Data. If there's an error message, you can search it on the QuickBooks Desktop support site for how to fix it.

If you see that your data has lost integrity, rebuild your company file to fix it. You can follow the detailed steps in the Rebuild your company file data section of the Verify and Rebuild Data in QuickBooks Desktop article.

If the issue persists, you can repair your file to resolve common data issues.

If you have any other concerns, please feel free to click Reply.

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