Convert a quote into an invoice in QuickBooks Online

Learn how to convert a quote into an invoice in QuickBooks Online.

After a customer accepts your quote, you can convert that quote directly into an invoice to save time. When you convert it to an invoice, the quote and the invoice are linked, which keeps your books correct. QuickBooks automatically fills in the invoice from the information on the quote.

Here’s how to convert a quote to an invoice.

Prerequisites

Before you can convert an quote, it must be marked as Accepted by the customer. If an quote has been Declined by the customer, you’ll need to update its status to Pending and send it again to be accepted.

Convert a quote into an invoice

Here’s how to manually convert the quote to an invoice so you can bill your customer:

1. Go to Sales and select All sales (Take me there).
2. Find the quote you want to convert. 
3. If the status column displays Declined, you’ll need to update the status before you can convert it. (If the status is not Declined, skip to step 4.)
   • Select the ▼ dropdown in the Action column, and select Update Status.
   • In the Status field, select the ▼ dropdown and select Pending or Accepted. 
   • Select Ok. Then find the correct quote on the Quotes list.
4. From the Action column,
   1. Select Convert to invoice, if the status is Accepted.
   2. If an quote has been Declined by the customer, select status to Pending and change it again to be Accepted.
5. Make any updates to the invoice, if needed, then select Save.

Related links

• Create invoices in QuickBooks Online
• Set up and send progress invoices in QuickBooks Online