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panish108
Level 1

How to recall a quote

 
1 Comment 1
TirzahC
QuickBooks Team

How to recall a quote

Hi there, panish108.

 

The Estimate and Quote are just the same. In the Email subject line, you can add the word Quote. However, the [Estimate No.] should be included since it's a code so that the Quote/Estimate reference number will auto-populate when sending an email.

 

You can check these articles, on how to personalise your sales forms and running some financial reports in QuickBooks:

Drop me a comment below if you have any other questions about quotes in QuickBooks Online. I'll be happy to help you out.