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March 16, 2023
Question

Hi! Can you please tell me how to change the title "estimate" to "QUOTE"

  • March 16, 2023
  • 1 reply
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1 reply

March 16, 2023

Hello there, allurecityinc.

 

I'm here to walk you through on how you can change the title estimate to quote in QuickBooks Online.

 

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Click the New style drop-down arrow. Select Estimate.
  4. In the Design tab, enter your template name.
  5. In the Content tab, click the header form.
  6. In the Estimate field, enter Quote.
  7. Click Done to reflect the changes.

     

Once done, make sure to apply it correctly when you create an estimate. Here's how:

 

  1. Open estimate.
  2. Click Customize.
  3. Select the appropriate template.
  4. Click Save or Save and send.

 

I've gathered a few articles for more tips and information about handling sales forms and setting up progress invoices:

 

 

Visit again if you have more concerns about modifying templates in QuickBooks. Take care and stay safe.