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How to change an Estimate into a Proforma? I've edited the form, changed the name, the preview in settings looks perfect. When raising document it still says Estimate??

 
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Best answer 07-31-2019

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QuickBooks Team

How to change an Estimate into a Proforma? I've edited the form, changed the name, the preview in settings looks perfect. When raising document it still says Estimate??

Hello VikkiAG,

 

Could you please go into the Estimate and select Customise at the bottom? Make sure your new template that you have created is selected. Let us know if so.

 

Thanks,

 

Talia

View solution in original post

1 REPLY 1
Highlighted
QuickBooks Team

How to change an Estimate into a Proforma? I've edited the form, changed the name, the preview in settings looks perfect. When raising document it still says Estimate??

Hello VikkiAG,

 

Could you please go into the Estimate and select Customise at the bottom? Make sure your new template that you have created is selected. Let us know if so.

 

Thanks,

 

Talia

View solution in original post