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Level 2

Qb online. Turning estimates into an invoice

I'm trying an online version and trying to take estimates and turn them into invoices like the desktop version.  I've watched the video but it doesn't work like the video. 

Solved
Best answer December 10, 2018

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Moderator

Qb online. Turning estimates into an invoice

Hi kfgross,

We have now automatically enabled this feature, so you won't see it in your settings.  To turn an estimate into an invoice, the estimate:

  • must be either Accepted or Pending, not closed status (look for the status on the upper left of the estimate)
  • must be saved (on lower right of the estimate)
  • must not have been fully invoiced already (see if any invoices have been created on the upper left of estimate)

Once these are true, then you'll see the "Create Invoice" option on the upper right.

Please let me know if that helps, and thanks so much for choosing QuickBooks Online- we appreciate you!

View solution in original post

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Highlighted
Moderator

Qb online. Turning estimates into an invoice

Hi kfgross,

We have now automatically enabled this feature, so you won't see it in your settings.  To turn an estimate into an invoice, the estimate:

  • must be either Accepted or Pending, not closed status (look for the status on the upper left of the estimate)
  • must be saved (on lower right of the estimate)
  • must not have been fully invoiced already (see if any invoices have been created on the upper left of estimate)

Once these are true, then you'll see the "Create Invoice" option on the upper right.

Please let me know if that helps, and thanks so much for choosing QuickBooks Online- we appreciate you!

View solution in original post

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Anonymous
Not applicable

Qb online. Turning estimates into an invoice

Thank you for visiting us in the Community, kfgross.

I'd love to guide through the process of converting estimates to invoices in QuickBooks Online.

Good news, performing this task in QuickBooks Online is easy. You can refer to the steps below for the process:

A. Enable the Copy estimates to invoices feature:

  1. Go to the Gear Icon from the top right corner of your screen and choose Account and Settings.
  2. Select the Advanced tab on the left navigation panel.
  3. In the Automation section, place a check mark in the box for Copy estimates to invoices option.
  4. Click Save when you're done.

B. Create an estimate:

  1. Click the Plus sign icon at the top of your screen.
  2. Choose Estimate on the drop down selection.
  3. Select a customer and fill out the applicable fields.
  4. Click Save and hit the Create invoice button at the top right corner beside the total amount.

I've attached some screenshots for you.

This will convert your estimates to invoices. Feel free to reach out to me if you need need anything else. I'd be more than happy to help.

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Level 1

Qb online. Turning estimates into an invoice

Hi,  I no longer see the above option listed to be able to  "Copy Estimates to Invoices" in the Account Settings.  Has it been changed to a different place??  May I please have your assistance.  Thank you
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Anonymous
Not applicable

Qb online. Turning estimates into an invoice

Thanks for reaching out to me, @aprilpasseck.

Ideally, you should have this feature since there haven't been any updates that it got removed. I suggest contacting our QuickBooks Customer Care Team so they can walk your throughout the process of enabling this feature.

You can reach out to them through this link: <a rel="nofollow" target="_blank" href="https://community.intuit.com/articles/1145770">https://community.intuit.com/articles/1145770</a>.

Please keep me posted by leaving a comment below. Have a pleasant day ahead!
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Level 1

Qb online. Turning estimates into an invoice

Hi, my admin doesn't see the option either to enable copy estimate to invoices. Can we double check that it hasn't been removed? Do any of the above options have to be enabled as well for that option to appear?
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Level 1

Qb online. Turning estimates into an invoice

This feature is still "not" available as outlined above by IntuitShane, Community Support Specialist as outlined above.
Highlighted
Level 1

Qb online. Turning estimates into an invoice

This feature is still "not" available as outlined above by IntuitShane, Community Support Specialist as outlined above.
Highlighted
Level 1

Qb online. Turning estimates into an invoice

IntuitShan says "Ideally, you should have this feature since there haven't been any updates that it got removed."
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Level 2

Qb online. Turning estimates into an invoice

Is there a way to do this as a quote?  The method you described works mainly for people providing services.  I am a reseller, so there are two things that I would prefer to do differently (if possible)

1. Have "estimate" say "quote" (since estimate implies that I'm not giving an official quote)

2. Go from the estimate (quote) to create a vendor PO (rather than an invoice) since creating a vendor PO is where I start in the process.

Is this possible?  Thanks!

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QuickBooks Team

Qb online. Turning estimates into an invoice

Hello there, @toddpinil.

 

I hope your week has been good. I'm here help give you the support you're looking for.

 

In QuickBooks Online, you can customize your invoices to the preferred display you would like it to be. I'm going to provide steps below on how to customize your sales form.

 

How to convert an estimate to a quote

1. Select the Gear icon.

2. Click Custom Form Styles.

3. Pick through and look for the Estimate Template, then choose Edit.

4. Go to the Content tab, then click the Pencil icon in the first row of the template.

5. Under Form names, enter the desired name of the estimate.

6. Choose Done.

 

Also, once the customer approves the estimate you can copy it to your purchase order. I'm going to list some steps below on how to copy that estimate once they approve it.

 

Copy Estimate To A Purchase Order:

1. Select the Plus ⨁ icon.

2. Choose Estimates.

3. Enter the Customer and Product/Service details. Then click on Save. A drop-down choice of Copy To Invoice or Copy to Purchase Order will appear.

4. Go to Copy To Purchase Order.

5. Click on Save.

 

Thank you for reaching out to the Community Support page. Have a great rest of your evening.

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