Greetings, @Patsy20. I want to make sure you're able to successfully create an estimate in your end. With QuickBooks Desktop, you can create an invoice after you create the estimate. It doesn't work the other way around. Here's how: Create an estimate. Go to Customers. Choose Estimates. Select the customer or Customer:Job. Enter the Estimate details. Click Save and Close. Create the invoice. Open the estimate. In the estimate screen, click Create Invoice. In the Create Progress Invoice Based on Estimate, choose any of the following: Create invoice for the entire estimate(100%). Create invoice for a percentage of the entire estimate. Create invoice for selected items or for different percentages of each item. Click Ok, Review the details on the Invoice page. Click Save and Close. That should do it! For additional insights, you may check out this article: Turn on progress invoicingIf you need further assistance with steps above, I'd suggest contacting our Customer Care Team. They have tools to further help you via secured remote access session. Here's how to contact us: Visit: https://help.quickbooks.intuit.com/en_US/contact. Choose your QuickBooks Product. Select your QuickBooks Version. On the Contact Us page, click a topic. Click on the Get Phone Number button to see the support number.Keep in touch with us here in Community if you have other questions about Accounts Receivable workflows in QuickBooks Desktop. I'm always here to help.

Question

How do you process estimates (Quotes) through Customer Invoice in QB 2015 Premier Mfg and Whsle?

Forum|Forum|7 years ago
February 21, 2019
7 replies
24 views

No text available

QuickBooks Desktop

IamjuViel

Level 8

Greetings, @Patsy20.

I want to make sure you're able to successfully create an estimate in your end.

With QuickBooks Desktop, you can create an invoice after you create the estimate. It doesn't work the other way around.

Here's how:

Create an estimate.
1. Go to Customers.
2. Choose Estimates.
3. Select the customer or Customer:Job.
4. Enter the Estimate details.
5. Click Save and Close.
Create the invoice.
1. Open the estimate.
2. In the estimate screen, click Create Invoice.
3. In the Create Progress Invoice Based on Estimate, choose any of the following:
  - Create invoice for the entire estimate(100%).
  - Create invoice for a percentage of the entire estimate.
  - Create invoice for selected items or for different percentages of each item.
4. Click Ok,
5. Review the details on the Invoice page.
6. Click Save and Close.

That should do it! For additional insights, you may check out this article:

Turn on progress invoicing

If you need further assistance with steps above, I'd suggest contacting our Customer Care Team. They have tools to further help you via secured remote access session.

Here's how to contact us:

Visit: https://help.quickbooks.intuit.com/en_US/contact.
Choose your QuickBooks Product.
Select your QuickBooks Version.
On the Contact Us page, click a topic.
Click on the Get Phone Number button to see the support number.

Keep in touch with us here in Community if you have other questions about Accounts Receivable workflows in QuickBooks Desktop. I'm always here to help.

qbteachmt

Level 11

@IamjuViel

Please Learn from this input.

@Patsy20

You can make an Estimate at any point. It has to already exist if you intend to "progress invoice" from it. Otherwise, it is one of your Planning and Tracking functions that you can use, and see in reporting, and especially useful for Comparison reporting.

Estimate = scope of work. That is why it also works as a Quote, to provide to customers, or internally, to document the scope.

You might later be listing the sale by using invoice or sales receipt; on that, you might be listing Direct Time & Costs, that you entered as Billable to the customer. Or, you might be using any of the Fulfillment and Order Tracking tools, including Estimates, with or without progress invoicing; Sales Orders, which are helpful for managing demand on goods and services and especially useful for inventory; and even Purchase Orders, where you look at the requirements from customers, and use the PO to enter and track orders you placed for those goods and services required, but you need to get stuff and services from suppliers to you = your vendors.

P

Patsy20Author

Sorry I meant the flow starting with an estimate.... We need to set up Quote, the customer approves. We purchase products for production. We receive items, We produce the product. We then need to create a packing slip (for shipping or will calls), then finally an invoice...and wait for our payments.... How to create the documents to correlate through the flow process, is what I meant.

Sign up

Login with SSO

Let's get you signed in

Login with SSO