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guttersbyholbroo
Level 1

Can you turn a estimate into a invoice

 
1 Comment 1
MJoy_D
Moderator

Can you turn a estimate into a invoice

I can show you how to turn an estimate into an invoice, @guttersbyholbroo.

 

Yes, those estimates with Accepted or Pending status can easily be turned or converted into an invoice.

 

Here's how:

 

  1. Go to the Sales menu and select All Sales.
  2. Find the estimate and click on the Create invoice link below the Action column. 
  3. Update all the necessary information.
  4. Click on Save or Save and send button once you're done. 

 

You can refer to this article for more information: Convert an estimate into an invoice in QuickBooks Online.

 

Once you've received the payments from your customers, you can now record the payment. Here's the record invoice payments in QuickBooks Online article for detailed guidance.

 

If you need further guidance or help with converting your invoices, let me know in the Reply section below. I'm always here to help. Take care and have a great rest of the day!

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