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Level 1

How do I send a quote not an estimate?


How do I send a quote not an estimate?

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.

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