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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 12-10-2018

Accepted Solutions
Intuit

Hi kfgross, We have now automatically enabled this featur...

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!

8 Comments
Intuit

Hi kfgross, We have now automatically enabled this featur...

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!

QuickBooks Team

Thank you for visiting us in the Community, kfgross. I'd...

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.

Not applicable

Hi,  I no longer see the above option listed to be able t...

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
QuickBooks Team

Thanks for reaching out to me, @aprilpasseck. Ideally, y...

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!
Not applicable

Hi, my admin doesn't see the option either to enable copy...

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?
Not applicable

This feature is still "not" available as outlined above b...

This feature is still "not" available as outlined above by IntuitShane, Community Support Specialist as outlined above.
Not applicable

This feature is still "not" available as outlined above b...

This feature is still "not" available as outlined above by IntuitShane, Community Support Specialist as outlined above.
Not applicable

IntuitShan says "Ideally, you should have this feature si...

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

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