how to change from estimate to quotation

Thanks for reaching out, Yee-Man-Szeto. I understand you're looking to change the title of an Estimate to a quotation in QuickBooks Online (QBO). I got more details about this.

Currently, the program doesn't allow you to rename system-generated titles. Thus, changing the estimate to a quotation within the program is unavailable.

Otherwise, if you manually send your estimates to your customers, you can customize the form to display as a quotation and then print it that way. Here's 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. Hit Done to save.  

Once done, you can click the dropdown in the Action column and click the Make default option to apply changes. Please see the screenshot below:

To learn more about 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 QBO. 

Additionally, you can generate key reports in QBO to gain a comprehensive snapshot of your business performance. Check out these resources below to learn how:

• Customize reports
• Run reports in QBO

Clear communication and agreement, ensure both you and the customer have a clear understanding of pricing and terms. Please reply on this thread if you have further questions about managing your estimates. Stay safe!