I accidently created a invoice that should have been a estimate. How do I make a invoice an estimate? Cheers!

Hi there, @erikhogenson-gma. I'm here to help you add your estimates in no time.

In QuickBooks Online, we're unable to change transaction types directly. You'll have to delete the invoice you accidentally created and then add the estimate.

Here's how:

1. Go to the Sales or Get paid & pay menu.
2. Select the Invoices tab.
3. Find the invoice.
4. Click the dropdown arrow under the Action column.
5. Select Delete and Yes to confirm.

Once deleted, follow these instructions on how to enter an estimate:

1. Click + New and select Estimate.
2. Select a customer from the Customer dropdown.
3. If the work has already started, select a status from the Pending dropdown.
4. Set the estimate date and expiration date.
5. Enter the products and services you plan to sell.
6. Enter any other info you need.
7. When you're ready, select Save.

When your customer accepts the work, you can update its status and convert it to an invoice. You can also set up progress invoices. It allows you to split an estimate into as many invoices as you need.

Visit us again if you need further assistance with creating progress invoices. It's my pleasure to help.