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How can i rename quotes with words instead of the stock numbers? I don't want to create a project every time for each quote

 
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How can i rename quotes with words instead of the stock numbers? I don't want to create a project every time for each quote

Welcome to the Community, @eddiesccr.

 

If you're referring to the figures showing when creating the quote, I suggest enabling the Use custom transaction numbers option. You can activate this feature by customizing the templates in QuickBooks Online.

 

Here are the steps:

 

  1. Click the Cogwheel  icon in the upper-right corner and select Custom Form Styles.
  2. Search for the template, then choose Edit.
  3. From the Design tab, make changes to the name if necessary. 
  4. Go to the Content tab.
  5. Press the pencil icon in the upper-right corner.
  6. Below Form, put a check mark on the Use custom transaction numbers box.
  7. Hit Done

Once done, you can try creating the quote and changing the stock numbers with the words you prefer:

 

  1. Click the + New button in the upper-left corner.
  2. Under Customers, select Estimate/Quote.
  3. Press the Customize option at the bottom.
  4. Choose the template.
  5. Change the transaction number to a word below the Estimate no. field. 
  6. Enter necessary information.
  7. Hit Save and close or Save and send.

I've included an article you can use to know more about customizing a sales form, like how to personalize them to match your business needs: Email and customize sales form.

 

Please know that the Community has your back if you need further help. It’s a place for you to connect with experts and peers. Wishing you and your business continued success.

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