How do I change an Invoice to estimate, I made it wrong thing

You can only convert an estimate to an invoice. You can't convert and invoice to an estimate. 

You can, with two tabs open, copy details of an invoice and paste item by item into an estimate

Hi there, @inkimagesprint.

Yes, just_me is right. Though converting an estimate to an invoice is possible, the option to change it back isn't available. We can work on this by manually recreating the estimate and deleting the invoice after. This helps prevent duplicate transactions.

You can also go to Audit Log to check for the details of the deleted invoices.

Here are the steps on how to delete the transaction:

1. Go to Accounting, and select Transactions.
2. Select All Sales then locate the transaction.
3. In the Action column, choose the dropdown and click View/Edit.
4. If you want to include the date and reason you’re voiding or deleting the transaction, enter that info in the Memo or Message section. Then select Save.
5. Select More in the footer. Then select Void or Delete.
6. Select Yes to confirm.

You can also visit this link to know how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you have any further concerns about your transactions, don't hesitate to post them here. Stay safe!

This is so extremely frustrating! I am not sure how my estimate got converted to an invoce but now I can't get it back. I already spent 2 hours fixing the estimate because of another stupid bug that it has had since 2018 . Now I have to do it all over again??

I have only been using it for 1 day and it is by far the worst experience. How is this the "industry standard"? It would be easier to manage an entire business in Excel than deal with this time sink

This isn't the kind of experience we want you to have @Skudak. Let me make it up to you by ensuring you get the help that you need.

Currently, there's no option to convert the invoice back to an estimate. To resolve this, you can recreate the estimate and delete the invoice.

As for the issue of the estimate getting converted into an invoice without your knowledge, you can review the audit log to see who made changes to your transactions and what they did.

Moreover, we understand how the functionality to change the product or service on an invoice line item without deleting its description, quantity, and rate can help streamline your business tasks. To help improve your experience with QuickBooks Online (QBO), I suggest sending your input to our product development team. This will go directly to them for review and consideration.

Here's how:

1. Open QBO.
2. Navigate to the Gear icon and choose Feedback.
3. Enter your comments or suggestions.
4. Click Next to submit.

Check out these articles to manage your invoices and estimates better:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

Get back to this thread anytime if you have any other concerns besides invoices and estimates. I'd be more than willing to assist you. Take care.