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June 8, 2022
Question

I would like to change the word Estimate to Quotation

  • June 8, 2022
  • 1 reply
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1 reply

June 8, 2022

You’re in the right place for support, @info-whittled-or.

 

Let me walk you through the steps to change the form name from Estimate to Quotation in QuickBooks Online (QBO).

 

We can change it through the Custom form styles section. Here’s how:

 

  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 Quotation.
  6. Click Done.

 

 

In addition, I included an article here to guide you on how to convert an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online

 

Let me know if there’s anything else that I can help you with. I’ll get back to you as soon as I can. Stay safe!