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JKO
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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.

 
3 Comments
QuickBooks Team

Re: Is there a way to change the quantity on an invoice linked to an estimate? When converting an...

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.

Established Community Backer ***

Re: Is there a way to change the quantity on an invoice linked to an estimate? When converting an...


@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

QuickBooks Team

Re: Is there a way to change the quantity on an invoice linked to an estimate? When converting an...

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.