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eric-entrusttext
March 9, 2022
Question

Can you change Estimate to show Quote in quickbooks online?

  • March 9, 2022
  • 2 replies
  • 0 views
How to remove the word Estimate and us the word Quote on forms.

    2 replies

    L
    LeizylM
    March 9, 2022

    Good day, eric-entrusttext.

     

    I can show you how to change the form name in QuickBooks Online (QBO)

     

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

     

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

    Note: These will only apply to the customer-facing view. QuickBooks will still use "Estimate" for the user interface and reporting. 

     

    You can also check out the customize sales forms article to personalize your forms.

     

    Keep me posted if you need a hand with customizing forms in QBO. Assistance is just a post away. Have a great day ahead. 

    G
    glass2metal
    May 21, 2022

    I was able to change Quote to Estimate on the form by switching to the old form and selecting custom form styles, but I am unable to create new estimates and it is not updated on the estimates that were created.  Custom form styles is not available when if I select "try the new estimates".  In my industry clients submit a Request for Quote (RFQ).  This is a standard business practice and I'm a little surprised the only form available for this purpose is an Estimate.  Is there a way to propose this change in the community where community members can up vote product changes so it can be included in the roadmap for future product updates?

    JasroV
    JasroV
    May 21, 2022

    Yes, there is, @glass2metal.

     

    I appreciate you for sharing your thoughts about estimates. You'll want to send your feedback to our Product Development team. This way, they can review your suggestion and might consider implementing it in future updates.

     

    In the meantime, you'll want to utilize a third-party app that lets you change your estimate to quote. Simply hover to the Apps menu in your QuickBooks Online (QBO) account and look for an app from there.

     

    Nonetheless, you can follow these simple steps on how to send feedback in QBO:

     

    1. Go to the Gear icon.
    2. Select Feedback.
    3. Enter your comments or product suggestions. 
    4. Then select Next to submit feedback.

     

    Furthermore, once your customer accepts their estimate, here's an article that will show you how to convert it to an invoice: Convert an estimate into an invoice in QuickBooks Online.

     

    I'm just a post away if you have any other questions or concerns about estimates and invoices. It's always my pleasure to help. Have a great weekend!

    J
    js12321
    January 16, 2024

    I created a custom form, changing "estimate" to "quote", and set it as default.  But when I create an estimate, the form still says estimate.

     

     

    M
    MAnneJ
    January 16, 2024

    Hi, @js12321. Welcome to the QuickBooks Community. 


    When recording your estimate, let's ensure that the correct template is selected from the Customize button to guarantee that Quote is reflected instead of Estimate.


    Once you create a quote, it'll still show as an Estimate. No worries, when you print or send the transaction, you'll be able to see the "Quote" label on it. You can check out the screenshot below for reference.

    However, if the form still says estimate, I recommend replicating the steps through a private window to narrow down the result. This will free up the storage without deleting your app's documents and data. If it works on a private window, then clear your original browser's cache. 
     

    Also, you'll want to check this article for more tips on personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online

     

    Furthermore, you may want to refer to this article on how to convert an estimate into an invoice in QBO: Convert an estimate into an invoice in QuickBooks Online 

    If you've got more concerns about sales forms and any QBO-related queries, feel free to comment below. I'll be around to help. Take care. 

    E
    Epicore Accounting
    April 14, 2024

    I don't see "Custom form styles" under the gear icon. When I search for "Custom Form Styles" in the search box, it shows a result "Jump to Custom Form Styles" but when I click on that, I get an error page "Sorry, we can't find the page you requested." The URL is https://app.qbo.intuit.com/app/formstyles.

     

    Has this functionality been discontinued or moved somewhere else? Do I need special permissions to access it?

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