Amount changes from estimate to invoice when update PO or date

 I can share some information that can help you with checking the changes made to the invoice, @accounting476.

One of your users might have updated the invoice. You can use the audit log to check the user, date, and all other information related to the change of the amount. 

Here's how:

1. Go to the Gear icon (⚙) and select the Audit Log.
2. Click on Filter.
3. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
4. Select Apply.

You can refer to this article for more information about checking changes made to your transactions: Use the audit log in QuickBooks Online.

Here's a guide on how to convert an estimate to an invoice whether you have the new or old experience of estimates and invoices: Convert an estimate into an invoice in QuickBooks Online.

Once you've received customer payment, here's how to receive and record invoice payments in QuickBooks Online. 

Please feel free to visit us here on the Community page if you have any other invoice concerns. I'll be always here to help you. Have a great day ahead!

No, we checked to see if other info changed and it was not. I think the issue is we are using the table method for price increases where you enter percentage and it automatically increases sales price. A couple transactions users are overriding this amount then when they go back in to update address or enter customer PO the system is trying to read table of what sales price should be and changing automatically even though month is closed and invoice has already been sent to customer. We checked the invoice trans history and it does not highlight that these sales prices were changed

No, we checked to see if other info changed and it was not. I think the issue is we are using the table method for price increases where you enter percentage and it automatically increases sales price. A couple transactions users are overriding this amount then when they go back in to update address or enter customer PO the system is trying to read table of what sales price should be and changing automatically even though month is closed and invoice has already been sent to customer. We checked the invoice trans history and it does not highlight that these sales prices were changed

Thanks for the additional information, accounting476. I understand the importance of fixing this matter as soon as possible. I'm here to help you.

Normally, even if you're using a price rule for your products and services and you'll update the purchase order it won't affect the amount from estimate to invoice. Even if you'll make the price rules inactive it won't affect the invoice amount.

In this case, you may be using a third-party app for your sales or expense forms. However, if you're not utilizing an integrated app from QuickBooks, you'll need to reach out with our support team so they can check on your setup and investigate further about this issue. You can also request a screen-sharing session with the agent so they can guide you through the process.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Go to Help.
3. Select Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.
•  

For further information on the schedule, see this article: QuickBooks Online Support.

I've also added the following articles for future reference:

• Copy an estimate to a purchase order in QuickBooks Online
• Set price rules in QuickBooks Online
   

Feel free to reach back to us if you need further assistance with managing sales and expense forms. I'll get back to you as soon as possible. Take care!

We are not using a third party app - only QB online. We entered info and prior to a few weeks ago when we went to update for customer PO, etc it would not change dates but recently we have noticed it changes other items we did not manually change. Once we close month or enter invoice if we go back to change it should only change what we manually change not other items we did not change. We are using the price rule and have not changed since last Jul so it should keep items the same. I still believe issue is when we override price table on individual invoices and we go back to change/enter PO system is trying to update sales price to table rate rather than manual override we have agreed to.