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Convert an estimate into an invoice in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online98Updated 3 weeks ago

After a customer accepts your estimate, you can easily turn it into an invoice. If you only want to request partial payments, send your customer a progress invoice instead.

Convert an estimate into an invoice

  1. Go to Bookkeeping, select Transactions, then select All Sales (Take me there).
  2. Find and open the estimate.
  3. Select Create invoice.
  4. Add more details to the invoice as necessary, then select Save and close.
Note:
  • You can only invoice an estimate with Accepted or Pending status. To update the status of the estimate, select the dropdown under the customer name.
  • Estimates imported from QuickBooks Desktop show as Closed in QuickBooks Online.

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