How to convert a Quote to an Invoice [Video]

Below is a short video of how to convert a Quote to an Invoice in QuickBooks Online

How to convert a Quote to an Invoice 

You can create an invoice from a quote in QuickBooks Online. You may need to turn this feature on under advanced settings.

To turn on the setting that allows you to convert a quote to an invoice:

1. Select the Gear icon, then Account and Settings.
2. Select Advanced from the left menu.
3. Select Automation.
4. Turn on Copy quotes to invoices.
5. Choose Copy pending and accepted quotes or Copy accepted quotes only.
6. Select Save and then Done.

To convert a quote to an invoice:

1. Go to All apps , select Sales & Get Paid, then select Sales transactions (Take me there).
2. Find the quote in the list and select Convert to Invoice from the ▼ dropdown in the Action column. A dialog box appears to ask how much do you want to add it to invoice.
3. Select the necessary option and select Create Invoice.
4. Edit or add charges if you need to. The original quote will not change.
5. Save or Save and close the invoice. The status of the linked quote changes to Closed.