Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
October 6, 2020
Question

Where is the convert to invoice button on estimates? On the app

  • October 6, 2020
  • 1 reply
  • 4 views
No text available

1 reply

Level 8
October 6, 2020

Hi there, @cardinalpointspl.

 

Once the estimate is accepted, and your customer picks to convert to an invoice, you'll see the option to Convert to Invoice when you open the estimate transaction.

 

If you're unable to see the option, I'd suggest clearing your app data by following the steps through this article: Troubleshooting QuickBooks Online app.

 

Alternatively, you can sign in QuickBooks on a supported browser like Google Chrome or Mozilla Firefox. From there, you'll want to go to the Sales menu and convert the estimate to an invoice.

 

Here's how:

  1. Go to the Sales menu and select All Sales.
  2. Find and open the estimate.
  3. Select Create invoice.
  4. Add more details to the invoice as necessary, then select Save and close.

 

Please let me know if you need further assistance. I'll be around to help. Take care!