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:
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:
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.
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