Convert a quote into an invoice

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 a quote, it must be marked as Accepted by the customer. If a 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:

Note: Your invoice screen will look different depending on whether you have old or new invoice experience. The below steps are for the old layout. If you are in the new layout, you’ll be able to return to the old layout by selecting Old layout.

1. Go to Sales then select All sales (Take me there).
2. Find the quote you want to convert. 
3. In the Action column, select Convert to invoice.
4. Select the option from the How much do you want to invoice? window, then select Create invoice.
5. Make any updates to the invoice, if needed. 
6. Select Save or Save and close.

Related links

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