There are a few factors that affect the total when converting an estimate to an invoice, David. We can check the detailed breakdown of the sales tax included in the items, and I'll show you how.
One of the reasons why the invoice total differs from the estimates is the rates applied to taxable items. To verify the issue, let's open the transaction (estimate) to see if the Tax column has a checkmark. If so, click See the math under the Sales tax section for the complete details of the computation.
However, I recommend contacting our representatives if you've verified that the total amounts are incorrect. They can pull up your account securely and conduct further investigation. Rest assured that we're committed to resolving this promptly.
Follow the steps below:
- Navigate to the Help icon at the top right-hand corner.
- Select Search, then press the Contact Us button.
- Enter your concern in the box and hit Continue.
Please note our support hours and availability on this article: QuickBooks Online Support.
To personalize transactions according to your needs, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Furthermore, save this reference as a guide for registering your receivables: Record invoice payments in QuickBooks Online.
I appreciate your continued patience while working on a fix. You can add more concerns apart from the estimates and invoice calculation below. I'll be available to assist you.
