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Level 1

Does anyone convert estimates into simple contracts? Is there a template?

I usually send out an estimate I produce in word. I don't produce an invoice until I receive payment, and that's so I can record it properly in QB's, But I really would like to use the create/send option for estimates and have them serve as valid contracts..
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Moderator

Does anyone convert estimates into simple contracts? Is there a template?

Welcome to the Community, richard102.

 

You might want to look for a third-party application that allows you to convert estimates into simple contracts since this template is currently unavailable in QuickBooks Online.

 

Please visit our Apps page through your QuickBooks Online account. Here's how:

 

  1. Log in to your QuickBooks Online account.
  2. From the left pane, click on Apps.
  3. Search for apps in the search box.

QuickBooks displays the list of applications available that matches the description you entered. Once you find the right app, click to open it.

 

You can also visit this link for a better view: https://apps.intuit.com/. From there, you can find different apps that are compatible and designed to work with QuickBooks Online.

 

In case you haven't found the right application yet, you can always convert the estimate into an invoice once you received the payment. I'll be sharing with you this article: Set up and use estimates. It contains more details about how estimate works in QuickBooks Online as well as steps on how to pull up a report to check the transaction's status.

 

I'm only a post away if I can be of additional assistance. Wishing you a wonderful rest of the week.

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