Hello there, @toddpinil.

I hope your week has been good. I'm here help give you the support you're looking for.

In QuickBooks Online, you can customize your invoices to the preferred display you would like it to be. I'm going to provide steps below on how to customize your sales form.

How to convert an estimate to a quote

1. Select the Gear icon.

2. Click Custom Form Styles.

3. Pick through and look for the Estimate Template, then choose Edit.

4. Go to the Content tab, then click the Pencil icon in the first row of the template.

5. Under Form names, enter the desired name of the estimate.

6. Choose Done.

Also, once the customer approves the estimate you can copy it to your purchase order. I'm going to list some steps below on how to copy that estimate once they approve it.

Copy Estimate To A Purchase Order:

1. Select the Plus ⨁ icon.

2. Choose Estimates.

3. Enter the Customer and Product/Service details. Then click on Save. A drop-down choice of Copy To Invoice or Copy to Purchase Order will appear.

4. Go to Copy To Purchase Order.

5. Click on Save.

Thank you for reaching out to the Community Support page. Have a great rest of your evening.