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bpleatherco
Level 1

when i convert a quote to a invoice it still says quote

 
1 Comment 1
IrishA
QuickBooks Team

when i convert a quote to a invoice it still says quote

When an estimates is converted as invoices it will still show on the tab but it will mark as converted, Bpleatherco. I'd be happy to provide you with detailed information regarding the conversion of estimates to invoices.
 

In QuickBooks Online, when an estimate or quote is converted into an invoice, it remains visible on your account. However, it will be clearly marked as Converted to indicate that it has been made as invoice. This ensures that you can easily track the status of your estimates and invoices without losing any important information.

See images below for visual reference:


 



For more detailed information, please refer to this article: Convert an estimate into an invoice in QuickBooks Online.

Moreover, I've added this article if you want to split an estimates as many invoices as you need: Set up and send progress invoices in QuickBooks Online.

 

You can explore with our QuickBooks Live Expert. Our team of certified bookkeeping expert who is ready to provide you personalized and real-time support to help you keep your finances organized and up-to-date.

Please feel free to add your comment below if you have any other questions or concerns about estimates and invoices. It's always my pleasure to help. Take care. 

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