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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 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.

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 version of estimates and invoices.