Other questions

Hi there, pckbespokedesign.

Thank you for coming back to the thread, pckbespokedesign. I can share the steps to change the entry name from “Estimate” to “Quotations”. 

You can go to the Custom Form Style page and customize the form name from there. This way, when the entry sent to the customer, it will show as a Quotation.

Here's how:

1. Go to the Gear icon in the upper right corner.
2. Choose Custom Form Style.
3. Click the New style drop-down button. Then, choose Estimate.
4. Go to the Content tab. Then, click the header part of the entry.
5. Change the Estimate to Quotations under the Form names box.
6. Hit Done.

For additional information on how to personalize and add specific details to sales forms, you can click this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please refer to this article to see detailed steps on how you can easily turn an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!