On my estimates I need to customise my estimate number, the entry form top left keeps bringing up an old number, which I can not change. How / where do I change this?

Thanks for checking in with us, pckbespokedesign.

Not being able to customise your estimate number in QuickBooks Online is usually the result of outdated or corrupt cache files in your web browser. Not to worry, you can clear them in just a few easy steps.

We can press the F5 key on your keyboard to refresh the page. If you're still unable to customise the number, we can do some of the basic troubleshooting steps. Use these keyboard shortcuts:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Once signed in, let's go back to your estimate screen and customise the number.

If the private browser works, you can clear the cache depending on which browser you're using through this helpful article: Clear cache and cookies to fix issues when using QuickBooks Online.

For your reference, you can take a look at the following write-up to help guide you with utilizing your templates in QuickBooks Online as well as on what other information you can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know the result of this troubleshooting in the comment below. I need to make sure this is resolved and you're back to running your normal business processing. All the best!

Brilliant that cleared the problem and we are back on track with the quotations.

One thing that would be nice to have is a template for Quotations, not just Estimates. My customers don’t like estimates, so I have to ‘tweak’ the Estimates form, which doesn’t look so good.

Thank you for you help.

Thank you - problem fixed 👍👍

You're always welcome, @pckbespokedesign.

I'm so glad that my colleague was able to able to help you. You can count on the Community if you need additional assistance in completing your other tasks with QuickBooks.

It's always our pleasure to help. Cheering you and your business to continued success!
 

How do I prevent connected apps from changing my estimate numbering order? I now have estimates with anywhere from 1 to 8 digits at any given time. Is the only way to keep order by making a manual change each time a estimate is entered? Or correcting one from the connected application? 

You've come to the right place,muenstermann.

In QuickBooks Online, you can simply input the estimate number you want to associate on the transaction under the Estimate # section. When recording a new estimate, it'll use the previously entered one. If you wish to change the number, you have to do it manually. You may also consider using a third-party application to help you correct and keep the estimates numbering in order.

Also, I've added these articles on how to change and customize your sales forms in QuickBooks: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

Keep in touch if you have any other questions about QuickBooks. I'd be glad to answer them for you. Have a good one.

The numbering issue I have sorted. My big problem is the form name “Estimate” when my customers want “Quotations”.

this needs to be changeable from Estimate to Quotation, as they are legally completely different things.

Hi there, pckbespokedesign.

Thank you for coming back to the thread, pckbespokedesign. I can share the steps to change the entry name from “Estimate” to “Quotations”. 

You can go to the Custom Form Style page and customize the form name from there. This way, when the entry sent to the customer, it will show as a Quotation.

Here's how:

1. Go to the Gear icon in the upper right corner.
2. Choose Custom Form Style.
3. Click the New style drop-down button. Then, choose Estimate.
4. Go to the Content tab. Then, click the header part of the entry.
5. Change the Estimate to Quotations under the Form names box.
6. Hit Done.

For additional information on how to personalize and add specific details to sales forms, you can click this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please refer to this article to see detailed steps on how you can easily turn an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!