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CarlSJ
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We understand the importance of adding the appropriate label, such as a Quote, when making a transaction, blueplanet2024. Let me share some information regarding this one.

 

Since this feature is currently not available in QuickBooks Online (QBO). However, we're working hard to address this concern. We appreciate your patience as we work towards a release date for this feature. 

 

In the meantime, I'd recommend sending feedback so our Engineering Team can consider adding this feature in the next update. To do so, please click on the Gear icon and select Feedback located under Profile. Once there, enter your product comments and suggestions. Finally, click on Next to submit your feedback.

 

Furthermore, you can follow this article to learn how to convert transactions after a customer accepts your estimate in QBO: Convert an estimate into an invoice in QuickBooks Online.

 

Drop a reply below if you have other questions regarding reports or QuickBooks-related concerns. We're here to help. Keep safe.

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