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Level 1

Are we now able to convert invoices back to estimates?

3 Comments 3
QuickBooks Team

Are we now able to convert invoices back to estimates?

Once estimates are converted to invoices, we can no longer revert them back to estimates, ryan. No worries, I'll share a workaround to have this done in no time.


As an alternative, you can unlink the estimate from the invoice and then delete the invoice. I'll show you how:


1. Open the Sales menu.

2. Locate and click on Edit invoice to open the invoice that's linked to the estimate.




3. Click on the blue link below the invoice number that says 1 linked Estimate.

4. Remove the estimate you want to unlink.



5. Hit More from the bottom part.



6. Select Delete then Yes.


The estimate will remain in an Accepted status after being unlinked. If applicable, you can update the status by accessing the estimate. Please review the following images for reference:




If you're all set and you want to personalize your sales forms, see this guide for the detailed steps: Customise invoices, estimates, and sales receipts in QuickBooks Online.

You can always get back to us by replying to the thread. We'll make sure to respond to your queries as soon as we can. We're here to help you with any invoices, estimates, or QuickBooks concerns. Have a nice day and take care!

Level 1

Are we now able to convert invoices back to estimates?


Thanks for the reply. Appreciate it

The invoice i created wasnt linked to any previous estimate. 

i was trying to create the estimate and i didnt check the header and its actually invoice.

there's a total of 29 items on the document i created. it will take a really long time to redo so im hoping to check if theres a function where i can correct my mistake but converting the newly done up invoice into estimate



Are we now able to convert invoices back to estimates?

You're most welcome, Ryan. It was great to hear from you again and update us about your issue. Permit me to assist you further and share some additional information about the process you wish to do. 


I see that you've created 29 items already and redoing that into estimates is time-consuming however, turning an invoice into an estimate is not available in QuickBooks Online (QBO). I wish I can help you accomplish your tasks more quickly. 


No worries, since our Product Developers are dedicated to making the QuickBooks experience of our users better, they're accepting product feedback so they can consider adding those in future updates. I'd love to assist you in sending your feedback. Please follow the steps below:


  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback. 
  4. Click Next to submit.

You can also send your request through this link, track its status and get the latest updates from our development team: QuickBooks Online Customer Feedback.



While this feature is unavailable, I would suggest deleting the invoices and manually creating estimates. Don't forget to copy or save the information entered on invoices so you'll fill them in accurately to your estimates.


Moreover, if you want to keep up with the financial standing of your business, you can run our available reports and customise them to focus on the data that matters the most to you. To guide you through the process, feel free to read through this article: Run reports in QuickBooks Online


Let me know in the comments if you have additional questions about managing your estimates and invoices in QuickBooks Online. It's my priority to provide assistance and ensure you'll accomplish your business-related tasks. Stay safe and have a good one.