Overview
If a quote was created for the wrong customer, the customer can be swapped on the existing quote. This preserves all the product and pricing work already done and avoids creating a duplicate quote.
👥 Access Permissions
Only users with permission to create quotes and sales orders can change the customer on a quote. Review user roles before granting access.
📍Location in the app
Global Search > search and select a quote >
OptionsSales>Sales Orders> select a quote >OptionsSales>Customers> select a customer > search and select a quote >Options
Change the customer on a quote
Ensure the quote is not in Draft status.
Go to
Options>Change customer.In the pop-up, search for and select the new customer.
Click
Change customerto confirm.
📝Notes
Contact and address details are cleared from the quote when the customer is changed. Product, pricing, and line item details are preserved.
The quote returns to Draft status after the change, allowing further updates before resubmission.
When an accounting integration syncs quotes (such as MYOB or Xero), the original quote is deleted from the accounting package and recreated under the new customer. QuickBooks Online does not sync quotes at all, so no QBO update is triggered when the customer is changed.