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QBO Estimates

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  1. Estimate templates including products/services

    Add the ability to save estimate templates that include products and services pre-populated so all we need to do is add the dates/amounts.

    1 vote

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    1 vote

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    0 comments  ·  Deposit  ·  Admin →
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  3. 1 vote

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    0 comments  ·  advanced payment  ·  Admin →
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  4. Don't override the manually entered sales tax in an estimate when converting to an invoice

    For years, the sales tax manually entered in an estimate was carried over to the invoice when using the feature to convert an estimate to an invoice. Sometime around June, QBO made a change that now overrides the sales tax amount entered manually in the estimate by recalculating the sales tax. If QBO's calculations were correct for everyone, then there wouldn't need to be a way to manually enter the sales tax, but there is. Please go back to the way it was when the manually entered sales tax amount was properly carried over to the invoice. This change was…

    1 vote

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    0 comments  ·  Estimate  ·  Admin →
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  5. Call clients

    We would like to have the phone number(s) listed there and be able to call clients directly from Estimates or Invoices. It would be a hidden feature not unlike the hidden notes.

    1 vote

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  6. Estimate automatically convert to invoice upon deposit

    QBO used to automatically convert an estimate to an invoice upon deposit. This has changed but it was working well for some. Consider adding this as a preference.

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    0 comments  ·  Estimate  ·  Admin →
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  7. What’s the future of cross-DEX development in De-Fi?

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    1 vote

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  8. Why QuickBooks is a Must-Have for Small Businesses in 2025

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    1 vote

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  9. Top 11 Benefits of Outsourcing Property Management Accounting

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    1 vote

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  10. How to manage logistics costs like 3 ton pickup for rent in Dubai in QBO Estimates?

    I’m looking for the best way to manage and include third-party logistics costs—specifically services like a 3 ton pickup for rent in Dubai—in QBO Estimates. I often use transport services for deliveries and shifting, and I want to reflect those charges accurately in my customer estimates.

    Has anyone here added external logistics services as line items in their estimates or created custom templates for this purpose? Also, how do you manage varying rates or recurring transport costs?

    For example, I regularly use services from Asif Transports and want to make sure those costs are properly tracked and passed on when…

    1 vote

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  11. Sell Your Old Car Fast: Trusted Used Car Buyers in Auckland

    Sell Your Old Car Fast: Trusted Used Car Buyers in Auckland

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    2 votes

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  12. What is profile creation and how to find sites

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    1 vote

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  14. IELTS Band Score Calculator Online – Accurate & Easy Tool

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    1 vote

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  15. 10 Tools Every Digital Marketer Should Be Using

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    1 vote

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  16. QuickBooks Mobile app

    The QuickBooks Mobile app has been great for managing my Indoor Soccer league finances on the go! Would love to see more customization.

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    1 vote

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  18. Why QuickBooks Online Needs Custom Mobile Service Charges with Location-Based Pricing for Small Businesses Like Mine

    As a small business owner who offers mobile RV repair services, I rely heavily on QuickBooks Online (QBO) to manage my estimates and invoices. I run https://nearmerv.com, where I provide mobile RV repair, help people sell their RV, and offer a curated list of class A motorhomes for sale, class C RVs, and 5th wheel campers for sale.

    My business is mobile. That means my pricing changes based on where my customer is located, how far I need to travel, and what kind of service I’m offering on-site. But here’s the problem: QBO Estimates don’t currently let me easily…

    1 vote

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  19. Empower QuickBooks Users: Integrate Life Coaching Resources for Better Work-Life Balance

    As a certified life coach specializing in parent coaching, stress management, and personal development, I work with professionals around the world, including those in busy business environments.

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    Stress management resources…

    1 vote

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  20. 1 vote

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