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Join nowI'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! Go to Solution.
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:
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!
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:
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!
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:
B. Create an estimate:
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.
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!
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.