Quicken & Other Budget/Accounting Software/Creating a QUOTE invoice


Hello Linda

You helped me in the past so nicely... Could you please help again?
How can I create a new form - a regular already existed invoice with heading of QUOTE instead of INVOICE  ?

Thank you,   Gabriel

Hi Gabe

Sorry for the delay, we get notified via e-mail there is a pending question and
I did not see the first notification

List menu > templates > highlight the template you like > on the template
button in the lower left of the window click duplicate

Double click on the new template name > copy of ..... >
Click on Manage templates (at the top) > Change the template name >click OK
You arrive back at the basic customization window
Click Additional Customization > In the default title field change the
   name to QUOTE > click OK

Click OK again.

Now you have a template you can use on a new transaction or change an
existing transaction.

Hope this helps,

Linda Saltz, CPA
Advanced Certified QuickBooks Advisor

We sell and support QuickBooks Enterprise  

Quicken & Other Budget/Accounting Software

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Linda Saltz, CPA, QBalance.com


QuickBooks best practices, troubleshooting, accounting, tax We have over 70 pages of website content about QuickBooks tips, running a business, tax and business startup at http://www.qbalance.com


Accountant and CPA over 20 years. Specializing in accounting software for over 12 years, Certified QuickBooks Pro Advisor, QuickBooks seminar instructor since 1997.
Producer of www.QBalance.com over 100 pages devoted to QuickBooks help and support and training for small business owners in tax and accounting issues.

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