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Level 1

Send a quote not an estimate

I want to send a quote to a customer - the closest option seems to be estimate. I've edited the form to remove the term however when sent as an email 'estimate' is still used in the summary and attached pdf. It looks like I'm trying to trick my customer if I don't clarify this or I don't know how to use my accounting software if I do


I've seen this brought up multiple times over the years is anything being done about it yet, thank you? 

QuickBooks Team

Send a quote not an estimate

 Hello Sjgreenhalf, 


Welcome to the Community page, 


You can setup your own one and call it quote. If you have a look at this link and look at kristine's answer it has all the steps and information you need. 

Level 1

Send a quote not an estimate

Thanks Ashleigh, that's a shame, maybe next year

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