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. When you convert it to an invoice, the quote and the invoice are linked, which keeps your books accurate. You also save time because you don’t have to enter the info twice. QuickBooks automatically fills in the invoice from the information on the quote.
Here’s how to convert a quote to an invoice.
|Your quotes or invoices will look different depending on whether you have the old or new quote and invoice experience. Find out which experience you have.|
Convert a quote into an invoice
The steps to convert a quote to an invoice are slightly different depending on whether you have the new or old experience of quotes and invoices.