Convert an estimate into an invoice

Learn how to convert an estimate into an invoice in QuickBooks Online.

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

When you request for a deposit on an estimate, it will be available to convert to an invoice once your customer pays the deposit and accepts the estimate.

Here’s how to convert an estimate to an invoice.

Prerequisites

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

Convert an estimate into an invoice

Here’s how to manually convert the estimate 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 estimate 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