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How to convert an estimate/quote into an invoice

After a customer accepts your estimate/quote, you can easily turn it into an invoice for billing. (If you want to partially invoice your customer, use progress invoicing instead.)

Here's how to convert an estimate/quote into an invoice:

  1. From the left menu, select Sales, then choose All Sales.

  2. Find and open the estimate/quote.
  3. Select Create invoice.
  4. Add more details to the invoice as necessary, then select Save and close.
• You can only invoice an estimate/quote with Accepted or Pending status. To update the status of the estimate/quote, select the drop-down under the customer name.
• Estimates/Quotes imported from QuickBooks Desktop show as Closed in QuickBooks Online.

Now you're able to invoice an estimate/quote for your customer.