Question

Quickbooks - Create Estimate - Missing fields

  • 27 February 2022
  • 1 reply
  • 46 views

I am trying to create an estimate in Quickbooks and there seems to be missing fields key to creating an Estimate.

For one, unlike the invoice, with an estimate, you cannot set the Rate (you can set the Amount and/or quantity)

When the estimate is created in quickbooks, the Rate is missing, and if you tab into the line item, Quickbooks automatically resets the amount to zero because there is no rate. If you set the rate, then the amount is automatically calculated.

On top of missing that field, you cannot set a discount at the estimate level via Zapier
 


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1 reply

Userlevel 7
Badge +14

Hi @afleury 

Best to send feedback and feature request to Zapier Support by opening a ticket to be logged here: https://zapier.com/app/get-help