In the training guide it says "For example, let's say you want to set up an estimate template in Q/B and you want that template to remind you to capture all the costs of fees & permits." When I go to customize the template I don't see where I can add items that automatically show up. I only see Fields, Columns, Labels, etc. Help please! Thanks :)
What version/year of QB are you using?
There are two steps.
One is to customize the estimate template to make sure it shows what you want for headings and columns. Then, open an Estimate and fill it in with the basic common things you always want to have on it.
Then, memorize it. This removes any customer name and creates a Memorized Transaction. Let' s call this a Boilerplate form. It's really your company's custom starting point, a step beyond a blank form.
You add all of the items you might need, and you can even set up two or more versions of prefilled estimates, since you can name them very specifically. As Memorized transactions, set them up not to "trigger' and not to remind you, they are like scratch paper.
When you need one, open the Memorized Transactions list and doubleclick the one you want to use. There you are, already working! Select the customer:job. Date it. Delete the items you don't need and further refine this for the specific project. Save it for the project.
