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Buy nowHi, Stephanie. We appreciate your efforts in resolving the issue by performing troubleshooting steps.
The problem is likely caused by an overload of data in the system. Allow me to provide you with alternative steps to complete your task.
You can use the progress invoicing feature and add estimates to your progressive invoices. This will keep your customers informed and updated on how much they’ve spent on their projects. You can begin by converting half of the estimates to avoid any errors.
Here's how:
For more detailed information regarding the process, you can refer to this article: Add project estimate summaries to a progress invoice in QuickBooks Online.
In case you want to personalize and add specific info to your sales forms, you can check out this article for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.
You can get back to this thread if you have any other concerns besides creating an invoice from an estimate. The Community is always around to help you out.
I did everything you said and it does the same thing. If I try to remove a line from the invoice it locks up
When I change the percentage to invoice for on a line, it locks up. Neither of those changes are even accepted. QBO just sits there. Still get the same message from my browser that page will not load.
Hello there, Stephanie.
I appreciate you returning to the thread and updating us on what you've done in an attempt to resolve this problem of creating invoices from exact project estimates using your QuickBooks Online QBO.
Let me help you by guiding you to our live support team, as this requires checking your account. Since the Community is a public forum, we can’t access any information in your account or share classified information. Our experts can look into your account in a secure environment and assist you in processing your invoice.
To reach our support team, you can follow the steps below:
In addition, you can refer to the Frequently Asked Questions page for more information on technical restrictions, file sizes, transaction volumes, and data entries.
Don't hesitate to ask if you have further inquiries regarding producing invoices in QBO, just leave a comment below. I'll be here to assist you at any time. Have a good day!
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