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!

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.

I know this is old, but is there a way to disabled this feature? With auto convert, I don't get the option for progressive invoicing.

Thanks for checking in with us, EndpointIT.

In QuickBooks Online (QBO), there is a new feature where accepted estimates WITH DEPOSITS are automatically converted to an invoice. However, it didn't say that accepted estimates without deposits will also auto-convert to invoices. You can check out this article on what's new in QuickBooks about estimates and invoices: See what’s new with estimates and invoices in QuickBooks Online.

Additionally, you can also check these articles for more details about managing estimates in QuickBooks:

• Convert an estimate into an invoice in QuickBooks Online
• Create and send estimates in QuickBooks Online

On the other hand, it's possible the progressive invoicing feature is not enabled. Here's how:

1. Go to the Gear icon on the top menu.
2. Select Account and settings.
3. Click the Sales tab.
4. In the Progress Invoicing section, tap Edit.
5. Turn on the Create multiple partial invoices from a single estimate switch.
6. In the Update your invoice template? window, select Update.
7. Press Save, then Done.

Here's an article you can refer to for more details about setting up and sending progress invoices in QuickBooks Online. Also, if you're going to track your estimate entries in QBO, you can run the Estimates by Customer report. For more tips about running reports, you can visit the links below.

• Memorize reports
• Customize reports

In case you have other concerns or questions about the estimate automatically creating invoice in QBO, you can always get back to me by leaving a reply on this thread. I’ll be around ready to help you. Keep safe!

Thank you for your reply, however it does me no good. Unfortunately, I'm one of the many users that have unknowingly switch back to the old experience. Since intuit hates their customers, they do not allow us to return to the new experience once we've left. 

While trying to find a way to turn off the automatic conversion, I changed a setting that sent me back to the old experience. Now I don't even want to use QB for invoicing or estimates because the old experience isn't user friendly and is missing all the features I used.

I've already contacted support, they've done the screen share thing, and confirmed that I cannot return to the new experience. 

Hi EndpointIT,

Thank you for sharing your experience with the Estimate experience. I understand that the new experience has some features that you can't use now and you shouldn't have been thrown back to the old interface.

I encourage you to send your feedback to our engineers. That way, they can gauge the number of users who like to use the new interface and consider making it permanent in the future.

If you have other questions in mind, feel free to go back to this thread.

Hi! I need to create an invoice from estimate, but using the line identified as quantity; not the due line; how i can change to be available for edit the quantity line in a partial invoice from estimate?