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sschembari-gmail
December 2, 2022
Question

How to disable auto conversion of accepted estimates onto invoices?

  • December 2, 2022
  • 3 replies
  • 24 views
No text available

3 replies

Charies_M
Level 9
December 2, 2022

Welcome to the Community, sschebari-gmail.

 

Let me share some helpful information about estimate to invoice conversion in QuickBooks Online (QBO).

 

If you use QuickBooks Payments and asked for a deposit for your estimate, the estimate will immediately become an invoice when the money is received from your client. This is a default feature in QuickBooks Payments.

 

I've got an article for you to learn more about the process of converting estimate to invoice: Convert an estimate into an invoice in QuickBooks Online.

You know where to go if you have questions managing estimates and invoices or anything QuickBooks. Enjoy the day.

 

sschembari-gmailAuthor
December 2, 2022

Thanks but that's not my issue.  When a customer accepts an estimate it is automatically converted into an invoice and the value is reflected as income.  My jobs are often 6-12 months wait time from estimate approval to job start.  At the moment I'm forced to void the invoice which reverts the transaction back to an accepted estimate.  I want to disable this auto conversion and manually convert my estimates to invoices. 

GebelAlainaMQuickBooks Team
QuickBooks Team
December 2, 2022

Thanks for the prompt response, sschembari. I understand the urgency of getting this issue resolved. I'm here to help you.

 

In your case, I'd suggest reaching out to our phone support team so that they can securely look into your account. They also have tools such as screen sharing to further assist you in this matter and provide you with a resolution.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help.
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

For further information on the schedule, see QuickBooks Online Support.

 

Please refer to this article for more details on converting an estimate to an invoice: Convert an estimate into an invoice in QuickBooks Online.

 

I've also added this article if you want to send invoices over time as you work off an estimate in QuickBooks: Set up and send progress invoices in QuickBooks Online.

 

Ping me a reply if you need more help managing your sales forms. I'll be happy to assist you at any time. Keep safe and healthy!

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