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Thanks for reaching out on the Community for support, samthompsontreec.
I'm here to help you with changing your Estimate template to a Quote template in Quickbooks Online. We can customise your estimate template. Let me show you how:
- Go to the Gear icon and select Custom form styles.
- Click New style and select Estimate.
- Select the Content tab and click the Header section.
- Change the form name from Estimate to Quote.
- Make any necessary changes. Click Done.
You can also make it the default Estimate/Quote template by clicking the drop-down arrow under Action and selecting Make default.
If you have any other questions, feel free to leave a Reply. I'll be here to keep helping. Have a great weekend!
