I want to make sure we're on the same page, refcoolrooms.
Are you trying to edit a quote template? If so, you can follow these steps:
- Click the Gear icon located in the upper right-hand corner.
- Under Your Company, click Custom Form Styles.
- From the Custom Form Styles page, click the Edit link of the quote template.
- Customise the Design, Content, Emails, and Payments of your quote template.
- Click Done.
I'm also adding this article on how to customise your invoices, quotes, and sales receipts.
I will look forward to any additional questions you have about quotations in QuickBooks. Have a great day!