To see which version of estimates and invoices you have:
- Select + New.
- Select Invoice or Estimate.
- At the top left of the form, if you see “New” by the form title, then you’re currently using the new version.
After a customer accepts your estimate, you can convert that estimate directly into an invoice. When you convert an estimate to an invoice, the estimate and 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. |
To see which version of estimates and invoices you have:
The steps to convert an estimate to an invoice are slightly different depending on whether you have the new or old version of estimates and invoices.
Note: The status of estimates imported from QuickBooks Desktop show as Closed in QuickBooks Online.
If you want to request partial payments on the invoice, learn how to send your customer a progress invoice instead.
If you have QuickBooks Payments and you requested a deposit on your estimate, the estimate will automatically convert to an invoice when your customer pays the deposit.
Or here’s how to manually convert the estimate to an invoice so you can bill your customer:
To watch more how-to videos, visit our video section.
Note: Estimates you import from QuickBooks Desktop show as Closed in QuickBooks Online.