ARE YOUR ENGINEERSLOOKING AT THIS OR DOING SOMETHING ABOUT THIS???

LOOKING AT SOMETHING DOES NOT ACHIEVE ANYTHING - AFTER A YEAR OF MANY PEOPLE ASKING YOU TO CHANGE THIS SIMPLE THING YOU ARE STILL LOOKING AT IT.

DO SOMETHING!!!

Thanks for following this thread, @LetUsReplaceTheWordEstimate. 

I understand the need to have the option to replace the estimate with a different title. I'll make sure to send your thoughts to our engineers. 

Also, you can send feedback directly to our developers to let them know the features and options you may want to add to our product.

Here's how:

1. Go to the Help menu.
2. Select Send Feedback Online.
3. Click the Product Suggestion from the dropdown menu.
4. Fill out the on-screen instructions in the QuickBooks Feedback window.
5. Click Send Feedback.

I'm also encouraging you to visit the Firm of the Future site. It contains resources and tips to help easily use QuickBooks Desktop.

Let me know if you have additional questions. We're always around to help in any way we can. 

THIS IS BULLCRAP!!! QUICKBOOKS needs to get off their BUTTS and fix this. Or I am cancelling and all of us should. We deal in quotes and this is bullcrap.

The quote worked in the free version but won't work in the paid!! Explain that why can't you get with the developers or whoever. GET IT FIXED!

WE ALL DEAL IN QUOTES NOT ESTIMATES. QUOTES WORKED IN THE FREE VERSION.

This is a joke, why can you not just change from estimate to quote. Im considering cancelling my subscription here as its making me look stupid in my business. Causing a lot of confusion for customers. 

Sort it out quickbooks 

madness they need to sort this out.

come on quickbooks making us all look stupid here

I was finally able to figure this out by following the directions at Re: Can you change Estimate to show Quote in quick... (intuit.com) 

First, I had to go into an "Estimate" and select "Old Layout" in the top right corner.

Then I followed the directions in the link above.

(I changed the template name to Quote so I could easily identify it in the "Customize" step below)

Once that was complete, I saw that "Estimate" was no longer an option in the Sales drop down menu.

To find the updated Quote form I selected "All Sales" in the Sales drop down menu

Then I found "Estimate" in the New Transactions drop down menu

At the bottom of that form, I selected the "Customize" link and chose the Quote template from the list

Then I selected "Print or Preview" and was able to see the new template was applied

I was also able to see the Quote template when I selected Save and Send.

Hope this helps others!

are you kidding me- is this company run by idiots? I need estimate to be 'Quote'. How can that not be an option. Total clowns.

There is an online help subject:

Create and send quotes in QuickBooks Online (intuit.com)

It states you can create a new quote in QBO but this does not exist in my application. Am I missing something or did you remove the quote feature?

I am confused - I found this link in QBO help:

Create and send quotes in QuickBooks Online (intuit.com)

In the instructions below it states to select + new and then select Quote. However, when I select + new there is no quote as an option? This instruction set is only 1 month old. What am I missing - I only see "estimate" when I select + new???

Step 1: Create a quote

1. Select + New.
2. Select Quote.
3. Select a customer from the Customer dropdown.
4. If the work has already started, select a status from the Pending ▼ dropdown. This is optional.
5. Set the Quote date and the Expiration date.
6. Enter the products and services you plan to sell.
7. Enter any other info you need.
8. When you're ready, select Save and close

I'll clarify your concern with the Quotes or Estimates in QuickBooks Online, Charles. 

Thanks for your interest in having the Quote or Estimate feature in QuickBooks Online. The article you've provided is for the Australian version of QBO. That's why you see a Quote from the steps given. 

Since you're currently using the QBO US version, you'll see the Estimate feature. Thus, these two functions the same way. 

Otherwise, you might consider personalizing your estimate and changing the form name. I'll show you how: 

1. Go to the Gear icon ⚙ and then select Custom form styles.
2. Click the New style dropdown and choose Estimate.
   
   
3. From the Content section, tick the header section. 
4. Go to From names and modify it to Quote. 
5. Tap Done to save. 
   
   

Once done, you can select the dropdown ▼ in the Action column and click Make default. 

When printing the form, you'll now be able to see the changes. 

If you need more help customizing your sales forms to make them more professional, here's an article you can check out for a guide: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

Additionally, you'll want to pull up some reports that can give you a snapshot of your business: 

• Customize reports
• Run reports in QuickBooks Online

Ping me a reply if you have any further questions about managing your estimates. I'll always be ready to assist you. Stay healthy and hydrated. 

Thank you very much for this. I've been asking about this for over two years now and you're the first to respond with anything other than "...because we don't do that". I very much appreciate you sorting this out for me. This saves a bunch of explaining every time someone asks for a quote.

Wow! @Tiny Boat Captain. I'm glad that my colleague was able to help you achieve your goal. Know that we're always here extending our hand no matter what it takes to your issue.

For additional questions, don't hesitate to reply to this post. Take care, and have a blissful day!

Unfortunately, this does not do it with the Modern template - this works only for the Old Layout.

I will use the old layout for now (sadly).

Thank you for your time in trying to support - I do appreciate it.

Nor does it help when you need to create both regularly. Desktop version had templates which included both estimates and quotes as well as others which could be changed easily on the fly. 
A feature removed in the online version. 
I have customers who will not accept estimates only quotes.  I usually use estimates for everyone else and switched between the two regularly.  Not happy

Update requested August 2023.

Has Quickbooks Online addressed the issue of a Quotation being available to our clients?

Yes, while we can't create a quote directly in the system, we can make it available, @dzande.

Currently, the only way to create a quote directly from QuickBooks Online when you select the + New button in the US version is to create and rename the form from "estimate to "quote." You'll want to check my peer's recommendation (@Carneil_C) and follow the steps she instructed above.

Then if you want to go back and create an estimate later, you can switch to the usual estimate form. From the Estimate window, click Customize and then choose the original estimate form.

If you need more guidance personalizing your sales forms, feel free to check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Wanted to send invoices over time as you work off an estimate later? See this article for more insights: Set up and send progress invoices in QuickBooks Online.

Please don't hesitate to comment if you have other QuickBooks feature concerns. Anytime I'll be there to help and share information.

You can change to a quote but then when you send to the customer is states estimate#quote in the email!

Its ridiculous, any coder can sort this out. Makes no sense why there is not just an option for quote and option for estimate!

Come on, surely you can get this fixed, would save me so much time in my business!  

Does quickbooks realise these a different things? 

THREE YEARS, QUICKBOOKS

THREE YEARS

Still QuickBooks can't produce quotes. A quote and an estimate are two entirely different things. A quote is a fixed, guaranteed price. An estimate is exactly that, an estimate that is subject to change.

NONE of my customers accept estimates. They can't generate a purchase order without a guaranteed price. So, EVERYTHING must say "Quote" and not "Estimate". Currently I've followed the instructions and changed the PDF so that it says "Quote", but the auto-generated email still has "Estimate" in the subject line and in the body of the email, and there's no way to change that.

An accounting package that can't create quotes.... HELLO? WHAT ARE YOU WAITING FOR?!?!?!?!?!

This should be made the accepted solution on the first page. The other suggested approaches are flawed:

This one solved my issues and I was able to rename Estimate to Quote:

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-why-does-quickbooks-not-...

I don't understand why Intuit came up with Estimate. Quote is the standard accepted word. Estimate implies that the final amount is not exact and subject to change. Whereas Quote is often exact amount. 

We understand the importance of adding the appropriate label, such as a Quote, when making a transaction, blueplanet2024. Let me share some information regarding this one.

Since this feature is currently not available in QuickBooks Online (QBO). However, we're working hard to address this concern. We appreciate your patience as we work towards a release date for this feature. 

In the meantime, I'd recommend sending feedback so our Engineering Team can consider adding this feature in the next update. To do so, please click on the Gear icon and select Feedback located under Profile. Once there, enter your product comments and suggestions. Finally, click on Next to submit your feedback.

Furthermore, you can follow this article to learn how to convert transactions after a customer accepts your estimate in QBO: Convert an estimate into an invoice in QuickBooks Online.

Drop a reply below if you have other questions regarding reports or QuickBooks-related concerns. We're here to help. Keep safe.

100% agree!! Prior to this recent 2024 update, I was able to relabel my estimates as "Order Confirmations", which is clear and crucial in my business. The amount of emails/calls/texts I am now getting from my customers regarding confusion over the "estimates" is unreal. Please, PLEASE allow us to revised the labeling of the estimates so that it can pertain to our industries.

I appreciate your feedback about the issue in relabeling Estimate in QuickBooks Online (QBO), @TaraS77. If you want to rename the Estimate form directly in the system into Qoute or Order confirmation it's unavailable. However, you can utilize the Custom form style to personalize and rename the Estimate form into Order Confirmations. Let guide you further.

Here's how:

1. Go to the Gear icon and select Custom Form Styles.
2. Click the New Style dropdown and choose Estimate.
3. In the Content section, select the header section.
4. Modify the Form Name to Order Confirmations.
5. Click Done to save.
   
   

Once done, you can select the dropdown ▼ in the Action column and click Make Default. You can check out this article for more details on customizing estimates and other sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, you can send feedback to our product development team to request changing the Estimate to Quote or Order Confirmation. This way, they can review and consider implementing it in the future.

Furthermore, I've attached this article for your future reference on converting an estimate to an invoice: Convert an estimate into an invoice in QuickBooks Online.

Feel free to post a response if you have any clarifications or additional queries in managing estimates and other forms in QuickBooks. I'm always here to help.