Hi 2Blindgirls! Most times you want to change an Estimate to an Invoice (click on Customers, Estimates, click on the Estimate, and Copy to Invoice- see pic 1 and 2).
But sometimes, the Invoice doesn't work out, and you want to go back from an Invoice to an Estimate, so just click on the Invoice, and at the bottom, click on More, and Delete, and Yes (see pic 3). Now you'll need to go back to the Estimate, so just click on the Clock (upper middle or your screen to the right of the +), click on the Estimate, and change it back to Accepted. (see pic 4).
I would really appreciate it if you let me know if that helps,and thanks for being a QuickBooks Online Customer!
After seeing no appropriate suggestions here, this is what I did:
I duplicated my invoice.
Then on the Formatting Tab, I chose the Invoice Template that most resembled what I wanted the Estimate to look like and copied it. Then I changed the name to Estimate...
Then in the Basic Customization window I used the Layout Designer to change the word INVOICE to ESTIMATE.
At some point I may go in and add some other fields that exist in the REAL estimate template, such as projected delivery date, etc. but this works for now.
Hope this helps
This is not a fix but a quick work around so here are a couple of things I ran into:
The document looks like an estimate, but QB thinks it is a final invoice, so it gets posted as such unless you mark it as PENDING/NON POSTING.
Of course, you can not email a "PENDING" invoice (even though you are using it as an estimate.) You must temporarily mark it as "final" in order to email it. Then mark it as Pending again.
Sloppy workaround, but the best I have found so far.
For QBO it's called a recurring invoice, choose unscheduled. For desktop, go to your customer list, open last years estimate or invoice. Choose edit from the bar ( next to file ) then choose duplicate from the dropdown. it does but you will then need to change the duplicate's title to reflect the new invoice or estimate number that QB assigns to it.
Thanks for reaching out to the Community space. Let me address your concern about creating an invoice from an estimate.
While we do have the option to convert an estimate into an invoice, converting an invoice to an estimate isn’t yet available. I’d suggest sending us your insight and opinion by clicking the Gear icon and selecting Feedback. This way, our product team would know what you liked and what we can improve to make it better.
You can also send your product request via this link: https://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-request.
If needed, here are the steps to convert an estimate into an invoice:
1. Click Sales and look for an estimate.
2. Under the Action column, click the Create invoice link.
3. Enter necessary information or review the displayed information.
4. Click on Save and Send.
For estimate setup, function and common questions, you may refer to this article: https://quickbooks.intuit.com/community/Income-and-expenses/Estimates-Quotes-Setup-function-and-comm...
Please let me know if you have questions, I’ll be around to help. Wishing you the best!
My thought is that you will need to create the estimate at least once...then you will be able to duplicate/copy that estimate whenever needed later in the year for the same quote or a quote for another customer....you'll have to "search" for it ...copy the estimate and then change if as needed.
You can probable copy line by line from the Invoice you have... but Invoices and estimates are two different templates and as I see it you can't copy or duplicate into each other.....just make a new estimate and remember what number it is so you can find it again so it can be copied.
Go to the estimate you created last year. Click make duplicate at the top. Now you will have a new estimate with today's date, ready to update pricing and submit to your client.
So if you've never created an estimate to begin with, what are you waiting for?? Create an estimate by coping and paste your specific info into the estimate and be done with it!! Then duplicate Estimate as per my prior suggestion.
I know this may not be what you want, but you can print the estimate as a PDF and edit it: change "invoice" to "estimate" and remove due date, etc.
For the person who wants us to recreate the estimate with cut and paste...that can be a lot of work, because the invoice can be complex, and to my knowledge you can't have 2 windows open to easily cut and paste.
Definitely need this option. Sometimes I have customers who have similar work requests as something that has been done in the past and invoiced.
There is no option to do this without starting from scratch. A simple button to convert an invoice into an estimate is all that's needed.
Like you, I’m sure that other users would like to have this option as well. I’ll make sure to take not of this and share it to our developers for future updates. This can help us enhance your experience in QuickBooks Online. I hope that we can have this feature added in upcoming releases
For now, you might want to try the workaround provided in the thread above.
Sady Quickbooks help is as often as unhelpful as it is helpful. QB Staff 'reach out' and half the time fail to understand or answer the question after repeated explanations of exactly what the problem is. Finally once it becomes clear that they don't have an answer they throw the ball back to the paying customer and ask them to make a upgrade request. Why cant online support do this directly and save everyone time?.
So i have the same question but an easy enough work around for me, i don't need the invoice that should have been an estimate reflecting in my financials and my sales tax, was to click the "Mark as Pending" button, which takes the invoice out of play almost like an estimate until i'm ready for it. I also changed the invoice number to read "Estimate" so i can pick it up easlily. When you are ready for it to be active, simply click the "Mark as Final" (it changed to that) button again to release it.
Hope this works for you