Create Your Invoice Pro Forma for R&D Effortlessly

Invoice pro forma for R&D

hi and welcome to another episode of QuickBooks Online tips for the South African market today I'll be showing you how to rename your estimate to read quote many South Africans are confused when they receive a document called estimate and you'd like to have it say quote or if you're recons you probably want to use the word quote and see now let's go right into it okay I'm in my dummy company fishtank boys there's the logo we added last time explain it one word to take note before we start notice that the new or the quick read icon is no more on the top which was normally on the top right it is now shifted to the left hand side tab this is something to take note of so we in the quote section so you got new and the customers locally quote now although we chose quote on the on the on the tab as a function the actual form is called estimate now let me quickly go into one of the quotes or going to one of my recent quotes that are sent to Joe soap and just to prove that I'll go to print preview and I'll click on print preview and it will show estimate now that's the default setting when you first get your QuickBooks Online account not to worry let's change that to change that we'll go to the bottom these four options you click on customize now on customize you'll notice that are already added a my pro forma document now I'm not going to go into my pro forma I'm going to stand it which is the standard quote form and I'm going to edit this current document called estimate soft click on edit to the current one we on I've got my three tabs I'll click on the content part because that's the actual thing I want to edit and on the contact part I got my three parts to the quote I want to go into the first spot on the first part I've got my form names now I can edit the name of an invoice I can edit the name of a quote and I can also edit the name of a sales receipt so I will change the word from estimate to quote and I'll click done now that solves your problem giving you an english-speaking South African if in Afrikaans speaking South African you are welcome to change it to an Afrikaans version which is courtesy now to change the colossi we will go to customize now I've really got my pro forma I will click on new style let's click on new style and will click on we can rename let's rename this this quote and we call this quoting of the cons list to that quote in cons and I'll click on content click on the first part instead of saying quote I'd like to call this er quote I see and I'll click on save once done I will now have the option to send this to Joe so in either standard which should read quote and not estimate that's confirmed we're happy or if Joe soap is of the cons we can call it the quota see by clicking on customize choosing the tick to show of the corn squirt go back to my printing preview just to confirm okay we can ignore that for now and wow it's changed to a kadhai see thanks for watching I'll be sharing more videos in the future this video is brought to you by Assad from CF Ohio if you found this video useful you enjoyed it and it nearly helped you you're welcome to subscribe I'll be sharing much more QBO tips and tricks especially for the south african market I truly believe that the QuickBooks Online software can really help businesses grow their business control their business and I've seen how it's helped many business owners in the business flows