Convert an estimate into an invoice

Create an invoice directly from an estimate to automatically transfer details and link the transactions in your records.

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Overview

Converting an estimate into an invoice saves time by filling in the invoice with information from the original estimate. This process links the two transactions, ensuring your books remain accurate.

If you request a deposit on an estimate, it becomes available to convert to an invoice once your customer pays the deposit and accepts the estimate.

Prerequisites

Before conversion, the estimate status must be Accepted. If an estimate was Declined, you must update its status to Pending and send it again for Accepted.

Convert an estimate into an invoice

Follow these steps to manually convert an estimate to an invoice.

1. Go to All apps , select Sales & Get Paid, then select Sales transactions (Take me there).
2. Find the estimate you want to convert. 
3. In the Action column, select Convert to invoice.
   Note: Convert to invoice may be located in the dropdown ▼ under Action column depending on the status of your estimate.
4. Make any updates to the invoice, if needed. 
5. Select Save or Save and close.

The estimate is converted, and the new invoice is ready to send to your customer.

Related links

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