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L
leslie-deiblesfl
June 23, 2025
Question

is anyone else having trouble with quickbooks sending the wrong estimate form without descriptions

  • June 23, 2025
  • 1 reply
  • 7 views

started a week ago- checked forms and the right one is selected to send. is this a glitch? Known and being fixed?

1 reply

E
EvethCQuickBooks Team
QuickBooks Team
June 23, 2025

It's possible that the template you selected, @Leslie11_2, may exclude the description fields. This could explain the issue you're encountering. Let's review your template settings to confirm that it includes all the necessary information.

 

I appreciate your efforts in ensuring the correct form is selected. However, the estimate template you choose might not include the description column in its format.

 

To check if the description section is present, please follow these steps:

 

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Custom form styles.
  3. Find the estimate template you use and click Edit.
  4. In the Content tab, click on the Table section.
  5. Check the Description box or the Include description here under the Product/Service.
  6. Hit Done to save your changes.

 

After making these adjustments, refreshing your login can help ensure the changes take effect.

 

However, if your template has been set up correctly and the description still doesn't appear when sending the estimate, I recommend contacting our Live Support team. They can investigate the issue further in a secure environment and escalate it if necessary.

 

Here's how to reach them:

 

  1. Open your QuickBooks Online account.
  2. Select the Help (?) menu.
  3. Click the Search tab and select Contact Us.
  4. Provide a summary of your concern and click Continue.
  5. You can choose either to chat with us or have us call you.

 

Remember to check the availability hours of our support team to ensure a successful connection.

 

You can check this article for more details on personalizing your sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

In case you want to email or print multiple invoices, sales receipts, and estimates now or later, visit this article for reference: Email or print multiple sales forms.

 

Please feel free to reach out if you need further assistance with your custom reports in QuickBooks.

L
leslie-deiblesflAuthor
June 24, 2025

Your recommendation is not the case- forms are correct quickbooks is sending out multiple emails some with detail some with accounting codes and financing information- we changed nothing- I checked.  There is a system problem related to the mailing of estimates.

    T
    TrixieDQuickBooks Team
    QuickBooks Team
    June 24, 2025

    Thank you for the detailed information, Leslie. I recommend contacting our Live Support Team, as they have the tools to help with your mailing estimates and can provide troubleshooting steps.

     

    Here's how to reach out to them:

     

    1. Navigate to the Help menu.
    2. Click the Search option and type "contact support."
    3. Choose the Contact Us tab at the bottom.
    4. Enter the question, keyword, or topic for which you need assistance.
    5. Follow the prompts, then select your preferred way to connect with us: Have us call you or Chat with us.

     

    Check out this article, which provides valuable insights into personalizing your estimates to meet your business needs: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    If your customer accepts your estimate, you can convert it into an invoice to bill them and link the transaction.

     

    If you have additional QuickBooks-related concerns, reply to this thread or start a new one. We're here to provide the support you need.

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