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August 18, 2025
Question

I am trying to make quotes from my iPad but unfortunately when I want to change the template I can't do it from my iPad, is there a solution?

  • August 18, 2025
  • 1 reply
  • 2 views
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1 reply

Bryan_M
QuickBooks Team
August 18, 2025

It is a great idea to customize a quote template using the QuickBooks Online (QBO) mobile application iPad version, Loaiza. I believe this will help you finish your task quickly in editing the appearance of a quote entry display.

 

Currently, editing quotes in the QBO application using an iPad or any mobile device is unavailable. In the meantime, you can submit direct feedback to our Product Development Team requesting to make this available in the QBO app iPad versions. Once they see that it can improve users' experience, they can add this to our future product updates. Here's how:

 

  1. In the left navigation, click See all.
  2. Scroll down and select Send feedback below.
  3. Enter a brief description of your concern and tap Done in the lower left section.
  4. Finally, pick Submit feedback.

 

As a workaround, you can log in to your account via a web browser and go to the Custom form styles from the Gear icon tab. Then, locate your default Quote template and edit it or create another one by clicking New style.

 

You can always return if you need additional assistance in managing your quote transactions and customizing the template. Have a good one!