Welcome to the QuickBooks Community, dcgeneralbuilder.
Let me provide steps to ensure you can smoothly manage your transactions or data in QuickBooks Online.
Before that, may I what specific procedure you need to record in QuickBooks? I appreciate any further details so I can provide an accurate solution.
If you're referring to creating an estimate in QuickBooks and then converting it to an invoice while on contract, you can use the Progress invoicing feature in the program to manage those entries.
To start with, turn on this option by going to the Sales tab.
Here's how:
- Click the Gear icon and select Account and settings.
- Choose the Sales tab.
- From the Progress Invoicing section, click the pencil icon ✎.
- Turn on the Create multiple partial invoices from a single estimate switch.
- In the Update your invoice template? window, pick Update.
- Click Save, then Done.
Once done, QuickBooks creates a default progress invoicing template. However, you can create a new one. You can refer to this article on how to perform the process: Set up and send progress invoices in QuickBooks Online.
Lastly, you may read this article to see details on how the Sales page gives you a great at-a-glance view of the status of all your sales entries: View sales transactions in QuickBooks Online.
Don't hesitate to add a comment below if you're referring to something else, I'm always here to answer them for you, dcgeneralbuilder. Take care.