Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowI was finally able to figure this out by following the directions at Re: Can you change Estimate to show Quote in quick... (intuit.com)
First, I had to go into an "Estimate" and select "Old Layout" in the top right corner.
Then I followed the directions in the link above.
(I changed the template name to Quote so I could easily identify it in the "Customize" step below)
Once that was complete, I saw that "Estimate" was no longer an option in the Sales drop down menu.
To find the updated Quote form I selected "All Sales" in the Sales drop down menu
Then I found "Estimate" in the New Transactions drop down menu
At the bottom of that form, I selected the "Customize" link and chose the Quote template from the list
Then I selected "Print or Preview" and was able to see the new template was applied
I was also able to see the Quote template when I selected Save and Send.
Hope this helps others!