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Level 1

Is there a way to change the quantity on an invoice linked to an estimate? When converting an estimate to an invoice, I can no longer adjust quantity.

 
7 Comments
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Moderator

Is there a way to change the quantity on an invoice linked to an estimate? When converting an estimate to an invoice, I can no longer adjust quantity.

Welcome to the QuickBooks Community, JKO.


Thank you for taking the time seek out our help. 

 

For progress invoicing, you can edit the amount from the due column. This will adjust the quantity of the invoice automatically.

 

If you wish to edit the quantity, you’ll need to turn off the progress invoicing. Let me show you how:

 

  1. Select the Gear icon.
  2. Choose Account and Settings.
  3. Select Sales from the left menu.
  4. Choose Progress Invoicing.
  5. In the Progress Invoicing section, select the edit (pencil) icon.
  6. To disable Progress Invoicing, remove the check mark under Create multiple partial invoices from a single estimate box.
  7. Select Save.
  8. Click Done.

Here's an article that provides a detailed steps on how to convert an estimate into an invoice: How to convert an estimate/quote into an invoice.
 

Keep in touch if you have any other questions about converting estimate to an invoice. I'd be glad to answer them for you.

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Level 10

Is there a way to change the quantity on an invoice linked to an estimate? When converting an estimate to an invoice, I can no longer adjust quantity.


@Charies_M wrote:

 

At the moment, there isn't a way to change the quantity on an invoice that is linked to an estimate. What we can do, is to delete and recreate the transactions and manually reenter the correct quantity.

 

 

 


In the sample co, you CAN change the quantity on an invoice that is linked to an estimate.  When you click Save you get the message: "The transaction you are editing is linked to others. Are you sure you want to modify it?". When you click Yes, it saves

Highlighted
Moderator

Is there a way to change the quantity on an invoice linked to an estimate? When converting an estimate to an invoice, I can no longer adjust quantity.

Thank you for joining this discussion here in the Community, Malcolm Ziman.

 

I appreciate you for sharing this information with us. This will surely benefit other users.

 

I've updated and added some information above to give more details about changing the quantity on an invoice that is linked to an estimate.

 

You have a wonderful day.

Highlighted
Level 1

Is there a way to change the quantity on an invoice linked to an estimate? When converting an estimate to an invoice, I can no longer adjust quantity.

I changed the status of the estimate to pending and then changed quantities.  Then saved it and changed the invoice quantities too. And it worked.

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Level 1

Is there a way to change the quantity on an invoice linked to an estimate? When converting an estimate to an invoice, I can no longer adjust quantity.

Reviving because I'm running into this issue right now and the suggested solutions aren't working; Turning off progress invoicing in settings doesn't actually allow me to edit the quantities still. When I try to change the status of the estimate to pending, and then change the quantities in the estimate, it doesn't update the invoice to reflect the changes I made to the estimate, nor does it allow me to edit the invoice quantities still (and this is the case with progress invoicing on AND off, tested it with both settings).

Highlighted
QuickBooks Team

Is there a way to change the quantity on an invoice linked to an estimate? When converting an estimate to an invoice, I can no longer adjust quantity.

I appreciate you sharing more information about your concern, @ellipse.

 

Turning off the progress invoicing feature will help you change the quantity of an item in your invoice converted from an estimate. 

 

Since it doesn't work, have you tried the suggestion of Malcolm Ziman to change the quantity by clicking Yes on the pop-up message? If you haven't yet, I suggest doing it so.

 

If you can't still change the quantity, I recommend contacting our Phone Support Team. This way, they can further check on this matter and help you from there. They can also create an investigation ticket if other users experiencing the same.

 

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent.

 

Also, you can read this helpful article to help manage your sales transaction: Income and Expenses in QuickBooks Online.

 

Feel free to leave a comment below if you have additional questions with QuickBooks Online. I'm always around to help. Have a good one.

Highlighted
Level 1

Is there a way to change the quantity on an invoice linked to an estimate? When converting an estimate to an invoice, I can no longer adjust quantity.

I have tried to click yes on the "are you sure you want to edit this?" pop-up when editing the estimate, but even though I was able to change the quantity of the estimate, it would not actually change the quantities listed on the invoice. 

I managed to work around the issue by creating a new invoice altogether with identical characteristics as the original, except with the updated quantities, and then deleting the original incorrect invoice.

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