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pffritzfamilyplu
Level 2

I cannot change the status of any (CONVERTED) estimates once I have converted to an invoice. This is a BIG problem as we send progress invoices and I need to bill more off this estimate. HELP PLEASE!

I am not able to change the status on any of my converted invoices.  This is a BIG problem as we progress invoice and I need to invoice from this estimate again.

 

Anyone else having this issue?  

 

I've been told via a Qbooks chat that it is a glitch.

 

PLEASE fix this ASAP!!!

4 Comments 4
Tori B
QuickBooks Team

I cannot change the status of any (CONVERTED) estimates once I have converted to an invoice. This is a BIG problem as we send progress invoices and I need to bill more off this estimate. HELP PLEASE!

Thanks for reaching out to the QuickBooks Community, @pffritzfamilyplu.

 

I hope you're having a great day so far. 

 

Would you mind answering a few questions so I can gather more details of your issue? 

 

  1. Is this happening in the QuickBooks Online app, browser, or both?
  2. Are you receiving any error messages when trying to change the status?
  3. Have you tried deleting and recreating the estimate?

 

While I await your response, let's try some basic troubleshooting steps, such as clearing the cache from your browser and app. Both collect cache to save time when loading repetitive data and images. Over time these files can become outdated and corrupted, causing issues like the one with your estimates. Below are some help guides that provide the steps to clear the cache. 

 

Clear app data:

  1. Go to Help on the top menu.
  2. Choose Reset App Data.
  3. Then, close and re-open your QuickBooks App.

 

I'll be sure to keep an eye out for your reply. Please let me know if you have any other questions or concerns. Take care! 

 

 

pffritzfamilyplu
Level 2

I cannot change the status of any (CONVERTED) estimates once I have converted to an invoice. This is a BIG problem as we send progress invoices and I need to bill more off this estimate. HELP PLEASE!

Hello,

 

I also forgot to mention that I am getting this error msg.

 

An application error has occurred while processing your request.

pffritzfamilyplu
Level 2

I cannot change the status of any (CONVERTED) estimates once I have converted to an invoice. This is a BIG problem as we send progress invoices and I need to bill more off this estimate. HELP PLEASE!

Hi,

 

Yes this is happening in both the app and online.  I have cleared the cache and browser on Google Chrome and have also tried with Microsoft Edge.

 

I am a bit hesitant to delete and re-create this estimate as I have 3 invoices linked to it.

KayePe
QuickBooks Team

I cannot change the status of any (CONVERTED) estimates once I have converted to an invoice. This is a BIG problem as we send progress invoices and I need to bill more off this estimate. HELP PLEASE!

It appears that you're done performing troubleshooting to fix your concern, pffritz. Let me route you to the support that can help you more with this.


We appreciate you for following our colleague's recommendation above. As the issue is still unresolved and you're also getting an error message while achieving your goal, it would be best to reach out to our online team support. They can conduct further investigation to determine the root cause of this issue. Here's how to contact them:

 

  1. Log in to your QuickBooks Online company.
  2. On the upper right corner of your screen, click on Help (?).
  3. Select or type Contact Us.
  4. Start entering your issue, then select Let's Talk.
  5. Please choose a way to connect with us:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact Us to connect with a support expert.

 

 

Additionally, you can stay organized by reviewing your estimates, progress invoices, projects, and reports. To guide you in tracking, refer to the attached resource: Set up and send progress invoices in QuickBooks Online.


After that, if you still have questions about handling estimates and invoices in QuickBooks Online, let me know. I'll be right here to assist. Take care.

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