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asapmarine
Level 1

Convert an invoice into an estimate

how to convert an invoice into an estimate for a different customer but same job
1 Comment 1
Ashley H
QuickBooks Team

Convert an invoice into an estimate

Welcome to the Community, @asapmarine. You've come to the right place.

 

At this time, you can only convert an Estimate into an Invoice. To give a different customer the same job on an Estimate is to create a new form with all the details from the other customer. I recommend copying the information down onto a sheet of paper to bring it over to the new customer. Here's how you can create an Estimate and how to convert it into an Invoice:

 

How To Create An Estimate:

  1. Press on the +New button on the left-hand menu.
  2. Select Estimate.
  3. Fill out all of the necessary information on the form.
  4. Hit Save and send or Save and close.

How To Convert An Estimate Into An Invoice:

  1. Go to the Sales tab on the left-hand menu, then All Sales.
  2. Find and open the Estimate.
  3. Select Create Invoice.
  4. Add more details to the Invoice if necessary.
  5. Hit Save and send or Save and close.

Just know that I'm always here if you need anything else. Have a beautiful day!

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