Learn how to convert an estimate into an invoice in QuickBooks Online.
After a customer accepts your estimate, you can convert that estimate directly into an invoice. When you convert it to an invoice, the estimate and the 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.
|Your estimates or invoices will look different depending on whether you have the old or new estimate and invoice experience. Find out which experience you have.|
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 experience of estimates and invoices.
If you're using the new estimates and invoices layout
If you have QuickBooks Payments and you requested a deposit on your estimate, the estimate will automatically convert to an invoice when your customer pays the deposit.
Or here’s how to manually convert the estimate to an invoice so you can bill your customer:
To watch more how-to videos, visit our video section.
- Go to Sales then select All sales (Take me there).
- Find the estimate you want to convert.
- If the status column displays Rejected, you’ll need to update the status before you can convert it. (If the status is not Rejected, skip to step 4.)
- Select the ▼ dropdown in the Action column, and select Update status.
- In the Status field, select the ▼ dropdown and select Pending or Accepted.
- Select OK. Then find the correct estimate on the Estimates list.
- In the Action column, select Convert to invoice.
- Make any updates to the invoice, if needed.
- Then select Save.