Thanks for taking the time to post here, cillia-happybunc.
I have the steps to help you create the quote.
Here's how:
- Go to + New > Estimate.
- Select the customer's name from the Customer drop-down menu.
- Set the Estimate date and Expiration date.
- Add the product details, and click the Customise link located at the bottom.
- Select the template you created and click Save or Save and send.
Here's a sample screenshot for a visual guide:
When it's time to convert the quote, just click on the Create Invoice button.
You can also read this article for more information: Set up and use estimates.
Please feel free to visit here again, if there's anything else you need help with QuickBooks Online. Take care and stay safe.