After a customer accepts your estimate, you can convert that estimate directly into an invoice. When you convert an estimate to an invoice, the estimate and invoice are linked, which keeps your books accurate. You also save time because you don’t have to enter the info twice. QuickBooks automatically fills in the invoice from the information on the estimate.
Here’s how to convert an estimate to an invoice.
|QuickBooks estimates and invoices are improving! Your workflow for estimates and invoices will look different depending on whether you have the old or the new version of estimates and invoices.|
Learn more about the new estimates and invoices.
Convert an estimate into an invoice
The steps to convert an estimate to an invoice are slightly different depending on whether you have the new or old version of estimates and invoices.