Can I change the Quote template to show as "Proforma Invoice" as opposed to "Quote"?

Yes, you can change your quote template to show as Proforma Invoice instead of Quote in QuickBooks Online, sales307. Allow me to guide you through the process.

You can change your quote template using the custom form style feature in QBO to display it as a Proforma Invoice. Let me guide you through the process.

Here's how:

1. Go to the Gear icon, then click Custom form styles.
   
2. Hit New style and select Quote.
   
3. In the Content tab, click the first tile and pencil icon to edit.
   
4. In the Form names, enter Proforma Invoice.
5. Once done, click Done.
   
    

For detailed information about customizing your sales forms, you can check out this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.

Also, you can convert a quote into an invoice in QuickBooks Online to streamline your workflow by automatically transferring information, saving time, and reducing errors.

I'll keep this thread open if you have other questions or concerns about changing your quote template in QuickBooks Online. The Community is always here to help.