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May 17, 2024
Question

When I emailed an estimate, the company name was different than mine?

  • May 17, 2024
  • 1 reply
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1 reply

May 17, 2024

I'm here to help you figure out why the company name in the emailed estimate is different from yours, jfalkner34.

 

It could be the estimate template you used may have been customized with a different company name than the one associated with your QuickBooks Online account. Let's review the template settings and customizations to ensure the correct company name is displayed.

 

Here's how:

 

  1. From the Estimate window, click Manage.
  2. Select the Design dropdown.
  3. Click Manage.
  4. And review the estimate.

 

Refer to this article for more information: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

In addition, here's an article that provides detailed instructions on the process of converting an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online.

 

If you have further questions or concerns regarding managing customers' estimates or any other aspects of QuickBooks, post them in the comment below. I'll be sure to guide you.