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Convert an estimate into an invoice in QuickBooks Online
by Intuit• Updated 4 weeks ago
Learn how to convert an estimate into an invoice in QuickBooks Online.
After a customer accepts your estimate, you can convert that estimate directly into an invoice. When you convert it to an invoice, the estimate and the invoice are linked, which keeps your books accurate. You also save time because you don’t have to enter the info twice. QuickBooks automatically fills in the invoice from the information on the estimate.
Here’s how to convert an estimate to an invoice.
Your estimates or invoices will look different depending on whether you have the old or new estimate and invoice experience. Find out which experience you have. |
Convert an estimate into an invoice
The steps to convert an estimate to an invoice are slightly different depending on whether you have the new or old experience of estimates and invoices.
Note: Estimates imported from QuickBooks Desktop show as Closed in QuickBooks Online.
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