Rose-A
Moderator

Other questions

Glad to see you here in the Community, dddenise.

I'd be happy to provide with you some insights about estimates and invoices in QuickBooks Desktop.

 

Estimates generally are used at the start of a transaction. Typically an estimate will be presented before a sale has finished, or before any money is due. Invoices, on the other hand, are issued at the end of a transaction when money is owed by your customer.

 

After converting an estimate into an invoice, you'll still be able to see the estimate in customer's profile with the same information.

 

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I've got a helpful article to serve as your reference: https://quickbooks.intuit.com/community/Income-and-expenses/Create-an-estimate/td-p/203673,

 

If you have additional questions, please let me know. Have a nice day.