Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results forΒ 
Search instead forΒ 
Did you mean:Β 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
GebelAlainaM
QuickBooks Team

Reply to message

I appreciate your feedback about the issue in relabeling Estimate in QuickBooks Online (QBO), @TaraS77. If you want to rename the Estimate form directly in the system into Qoute or Order confirmation it's unavailable. However, you can utilize the Custom form style to personalize and rename the Estimate form into Order Confirmations. Let guide you further.

Here's how:

  1. Go to the Gear icon and select Custom Form Styles.
  2. Click the New Style dropdown and choose Estimate.
  3. In the Content section, select the header section.
  4. Modify the Form Name to Order Confirmations.
  5. Click Done to save.

Once done, you can select the dropdown β–Ό in the Action column and click Make Default. You can check out this article for more details on customizing estimates and other sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, you can send feedback to our product development team to request changing the Estimate to Quote or Order Confirmation. This way, they can review and consider implementing it in the future.

Furthermore, I've attached this article for your future reference on converting an estimate to an invoice: Convert an estimate into an invoice in QuickBooks Online.

Feel free to post a response if you have any clarifications or additional queries in managing estimates and other forms in QuickBooks. I'm always here to help.

Need to get in touch?

Contact us