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DW82
Level 1

Can my 'Estimate' Template be changed to a 'Quote' template? In edits, I change the wording, but when i go to create estimate, it still says estimate at the top

When I look in 'Custom form styles', and click edit, it still shows my edited wording as quote, but when I try to use the template, it still says estimate?

1 REPLY 1
Mark_R
Moderator

Can my 'Estimate' Template be changed to a 'Quote' template? In edits, I change the wording, but when i go to create estimate, it still says estimate at the top

Hi there, DW82.

 

Let me provide more information about using custom form styles in QuickBooks Online (QBO).

 

Once you edit the name of the estimate template, it will only reflect when you print the estimate; it won't affect the Estimate page. That said, the Custom Form Style feature only allows you to customize the template for what you want to show when you email the sales form to your customer.

 

I'll add this article to help you learn more about customizing templates in QBO: Customise invoices, estimates, and sales receipts in QuickBooks.

 

You can always refer back to this post if you have further questions. I’m here to help.

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