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Convert an estimate into an invoice in QuickBooks Online

After a customer accepts your estimate, you can easily turn it into an invoice. If you only want to request partial payments, send your customer a progress invoice instead.

Convert an estimate into an invoice

  1. Go to the Sales menu and select All Sales.
  2. Find and open the estimate.
  3. Select Create invoice.
  4. Add more details to the invoice as necessary, then select Save and close.
  • You can only invoice an estimate with Accepted or Pending status. To update the status of the estimate, select the drop-down under the customer name.
  • Estimates imported from QuickBooks Desktop show as Closed in QuickBooks Online.

Now you're able to convert an estimate into an invoice.

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