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andrew-cranford-
Level 1

I want to create quotations, not estimates

 
1 Comment 1
Heide DC
QuickBooks Team

I want to create quotations, not estimates

I'll help you understand how to create a quote in QuickBooks Online (QBO), Andrew.

 

A quote or quotation is legally binding, which means everything written in it is agreed upon by the customer and the seller, while an estimate is only a proposal.

 

QBO can create an estimate, but its customer-facing form can be renamed as a Quote. In some countries, there is a version of QBO that uses Quote as the name for Estimates.

 

We can change the form name in the Custom form styles section. Let me guide you with these steps:

 

  1. Go to the Gear icon, and select Custom form styles.
  2. Click the Estimate form.
  3. Go to the Content tab.
  4. Click the header.
  5. Under Form, change Estimate to Quote
  6. Click Done.

 

 

Afterward, please know that the format of your estimates and invoice will depend on whether you're using the old or new layout. Here's how to create estimates:

 

  1. Go to + New, then select Estimate.
  2. Choose Add customer, then select a customer from the drop-down arrow or click + Add new to enter the customer's info, and Save to confirm.
  3. Click the drop-down arrow from the Product or service field, then add products and services, or click + Add new to enter the item, and click Save.
  4. If you have previously saved a rate for your product or service, it will automatically displayed in the Amount column. You can then adjust the quantity or amount as needed.
  5. The status of a new estimate is Pending by default. Use the Pending drop-down arrow to update the estimate status.
  6. To customize your estimates, click the Gear icon, then Manage workflows, select the drop-down arrow on the section you need to customize, and choose what info displays on your form by turning the switches on/off. A preview displays on the form as you make changes.
  7. Click Save to confirm.
  8. Click Review and send to email your estimates. Edit the email message, if needed, and then click Send estimate.

 

To learn more about this, you can refer to this link to learn how to set up estimates in QBO: Create and send estimates in QuickBooks Online.

 

In addition, I've added an article for you to learn how to customize estimate templates to match your unique style in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community regarding creating estimates. We're always here to lend a hand to your queries.