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August 6, 2022
Question

Estimates and invoices

  • August 6, 2022
  • 5 replies
  • 27 views

Why do only 2 of my estimates also show up as invoices? I did not convert them-estimate page still shows "Convert to invoice".

5 replies

Adrian_A
Level 8
August 6, 2022

Hi, IPND.

 

I want to ensure that I'll be providing the correct way to solve your concern. Can you add more details about it?

Did you create an invoice out of the estimate, but only 2 of them showed up?

 

I'll be keeping an eye on your response.

IPNDAuthor
August 7, 2022

I have created 6 estimates. I have converted 1 of them to an invoice but 2 other estimates already show in the invoices even though I never converted them and still shows “Convert to invoice” in the estimate screen. 

Rose-A
Level 10
August 7, 2022

Let me help you go over your estimates and ensure you can convert them accordingly, IPND.

 

Most of the time, unusual behaviors are caused by accumulated cache and cookies in the browser. To rule this out, we can press the F5 key on your keyboard to refresh the page.

 

If you're still getting the same result, we can do some of the basic troubleshooting steps. We can use these shortcut keys depending on the browser you're using:

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Mozilla Firefox: Press CTRL + Shift + P.

 

Once signed in, go back to your invoices and check the estimates from there. If it rectifies the issue, go back to your main portal and clear its cache to remove the browser's history or you can press CTRL+Shift and Delete key on your keyboard altogether. You may also try accessing your account using another supported browser.

 

However, if the issue persists, we can delete and recreate the transactions. We can refer to this article to know more about how estimates work in QuickBooks Online: Create and send estimates in QuickBooks Online.

 

I'll be sharing this write-up: Request and accept deposits on estimates in QuickBooks Online. We can find steps on how to request a deposit for your estimates as well as updating invoice due date.

 

Feel free to let me know if you need more help with this, IPND. I'll standby to provide additional assistance. Have a great rest of your day!