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VaHiVisGear
Level 1

How do I Convert to Invoice from Estimate on the QuickBooks Online mobile app for the new format May 2024?

 
2 Comments 2
ArielI
QuickBooks Team

How do I Convert to Invoice from Estimate on the QuickBooks Online mobile app for the new format May 2024?

I'm here to help you convert an estimate to an invoice within the QuickBooks Online mobile app, @VaHiVisGear.

 

To begin with, please ensure that the status of the transactions is marked as accepted before converting estimates, as this makes the conversion option visible in the interface.

 

Here’s how to convert:

 

  1. Click the Menu.
  2. Go to the Estimates tab.
  3. Select the transaction you wish to convert, ensuring its status is accepted.
  4. Click Convert to invoice.

 

For the latest updates on invoices and estimates, I’ll provide you with an article that will help keep you informed: See what’s new with estimates and invoices in QuickBooks Online.

 

Feel free to reach out if you have any additional questions about converting estimates to invoices. I'll be available to help you through the entire process.

MasterelectricianATL
Level 1

How do I Convert to Invoice from Estimate on the QuickBooks Online mobile app for the new format May 2024?

So the only way to convert an Estimate is if the customer Accepts the estimate?  This was never the case. And often these are verbal agreements. Even I can’t accept the estimate. This renders the estimate process useless.  Does anyone in programming even talk to a business owner?  All your updates have made QB even worse than before, and I didn’t think that was possible.  This is the most market cornering, negative impacting business tool on the market.  I will be looking for another less painful product.

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