I'm trying to change my invoice over to an estimate instead of deleting and redoing it. Can that be done?

Hello, jeremyodom3.

I have another way to change your invoice without deleting and redoing it. 

We can open your invoice, then edit it to add or remove line items or other details. Although, once an invoice is created from an estimate, we can only edit or delete either of them. 

To open and edit your invoice: 

1. Go to Sales, then click the Invoices tab. 
2. Find and select the invoice you created.
3. Remove or add line items, and any other details. 
4. Once done, click Save or Save and Close. 

If you edit the linked invoice, it will still link to the estimate where it was converted from. You also have the option to edit the estimate and match it with the details of the existing invoice. You can go to the All Sales tab in the Sales page, then find and select the estimate. 

After everything is set up correctly, you can send an estimate or an invoice to your customer's email. Simply open either transaction, then click on Save and send. If you don't see it, you can click on the arrow inside the button.

When your customer pays the invoice, simply open it again then click on Receive payment. 

I'm sure your customer would love to see a customized invoice or estimate. You can check these articles if you'd like to know how to customize your sales forms:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Import custom form styles for invoices or estimates

I'll be happy to assist you if you have other questions regarding the sales forms in QuickBooks. You're also welcome to post another question or concern. 

I have tried to edit the quantity of an invoice after it was converted from an estimate.  I can't get it to let me edit.  Do I have to create a new line or am I missing something?

You should be able to edit it, @DeniseP66.

You'll have to click Yes on the pop-up message so you can edit the quantity of an item in your invoice converted from an estimate.

Lastly, you can also read these helpful articles for ideas to help manage your sales transaction: Income and Expenses in QuickBooks Online.

You can always click the Reply button and leave a comment below if you have any other concerns. I'll be always around ready to help.