Invoice from Estimate not finding previous Invoices that were paid in percentages from the same Estimate

QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) are different accounting software, @vmantia1980. I'll share further details on this matter with you.

There are a few transaction types that don't import properly during the conversion process. One example is an estimate used for progress invoicing. This type of estimate will go through, but it won't link to the invoices created from QBDT. You can either recreate these transactions or look for a third-party app that can migrate them for you. See the QuickBooks Apps Store if you want to go on that route. 

All other things you can expect after this conversion process is in this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

Post a reply if you have other questions about the conversion to QBO. I'll get back to you as soon as I can. Have a great day!

I have two progressive paid invoices from an estimate all migrated from desktop to online. I made a third invoice and got payment after the migration. The third payment is linked to the estimate, but the other 2 are not. Should I delete the 2 earlier paid invoices, write new ones and then reapply the payments?

I can help you with managing your invoices, @TMoore.

Yes, you can delete the invoices and then recreate. Once done, reapply the payment. 

Here's how you can convert an estimate into an invoice in QuickBooks Online (QBO):

1. Go to Bookkeeping then Transactions then select All Sales or go to Sales then select All Sales.
2. Find and open the estimate you want to convert.
3. Check the status of the estimate under the customer’s name. You can only convert an estimate with an Accepted or Pending status.
4. Click on Create invoice.
5. Choose Save and send or Save and close once done. 

Refer to this article for more information about converting an estimate into an invoice in QuickBooks Online. Then, here's how you can receive and record invoice payments in QuickBooks Online. 

Let me know if you need more help with your invoices. I'm always here to help. Have a great rest of the day!

Thank you very much. I do progress invoices and all my invoices for the estimate do show up under the project, the ones done in desktop and the one done online. I don't know if it is really a problem if only one of the payments shows up on the estimate. I just need to know more how progress invoicing works in online. In desktop the past payments show as percentage of the estimated items completed.  When I do a progress invoice online, I don't see any percent complete.. 

You're welcome, @TMoore. I want to add more information on how progress invoicing works in QuickBooks Online.

Once an estimate is converted into an invoice, only one payment per invoice will appear. That explains why the estimate only shows one of the payments.

Read this guide for more details about managing progress invoicing: Set up and send progress invoices in QuickBooks Online.

Additionally, only the remaining balance will show on the estimate instead of the "percent complete" details. Kindly refer to the following screenshot for reference:

For future use, feel free to read this module in case you want to personalize invoices or estimates: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Keep in touch if you need more help with sales forms or QuickBooks. We'll make sure to respond as soon as we can. Take the best care!

Can I invoice from desktop requesting they pay 50%?  

Hello there, wgarnett. Thank you for joining the thread. I'll share information about this matter.

You can directly send an invoice and have an internal agreement with your customer requesting payment of half of its total amount. You can also include a note in the CUSTOMER MESSAGE field with the same request. Please ensure that the customer message field will appear in your invoice layout. You can verify it by clicking the Customize Data Layout, then the Footer. I'll be sharing screenshots below:

I've included the following articles for your reference in managing invoices in QuickBooks Desktop:

• Create an invoice in QuickBooks Desktop
• Record an invoice payment

I'm always here to help you if you have further QuickBooks-related concerns. Please don't hesitate to click the Reply button below. Have a great day, wgarnett!