Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
March 27, 2020
Question

How do I send a quote not an estimate?

  • March 27, 2020
  • 1 reply
  • 2 views
No text available

1 reply

MaryLurleenM
Level 6
March 27, 2020

You'll want to change the form name, info871.

 

The estimate form in QuickBooks can be used to create quotes. Here's how:

  1. Click the Gear icon.
  2. Select Custom Form Styles.
  3. Select New style.
  4. Select Estimate as the type of form.
  5. Click the Content tab, then click the Header.
  6. Under Form, change Estimate to Quote.
  7. Click Done to save.

When you create an estimate, make sure to click Customize and select the template you created.

 

Here's an article for additional information: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if there's anything else I can help you with.