cancel
Showing results for 
Search instead for 
Did you mean: 
frederic1
Level 1

I am trying to change quantity after converting an estimate into an invoice and it doesn't work anymore. What happened?

 
7 Comments 7
Anonymous
Not applicable

I am trying to change quantity after converting an estimate into an invoice and it doesn't work anymore. What happened?

Hi frederic1,

 

Is your Progress Invoicing feature turned on? If so, that's the reason why you can't change the quantity of the items when converting estimates to invoices. You can either turn it off or edit the quantity on estimate. This way, the system will allow you to change the item details when making invoices.

 

Let me know if you need anything else. Thank you!

 

pamvanart
Level 2

I am trying to change quantity after converting an estimate into an invoice and it doesn't work anymore. What happened?

Progress invoicing is 'ON' but I still can't change the quantity??
Every other field can be changed except the "quantity"!
:(

Kristine Mae
Moderator

I am trying to change quantity after converting an estimate into an invoice and it doesn't work anymore. What happened?

I'll add a few details, Pamvanart.

 

You can only change the percentage and amount once you convert an estimate or create a progress invoicing. You may want to follow GarlynGay's suggestion at the top.

 

Let me include this article to help you manage your progress invoices: Set up and send progress invoices in QuickBooks Online.

 

The Community is open 24/7. Feel free to visit us if you have other concerns. Keep safe!

LCORREA
Level 1

I am trying to change quantity after converting an estimate into an invoice and it doesn't work anymore. What happened?

I am having the same issue. I have quantity 68 in my estimate and need to invoice 13. 

Quantity field is not available for me to click or edit. 

Progress billing is turned on. 

Charies_M
Moderator

I am trying to change quantity after converting an estimate into an invoice and it doesn't work anymore. What happened?

Welcome to this thread, LCORREA.

 

I can share some information about the process of turning an estimate into an invoice.

 

The Quantity (QTY) column shown when you convert an estimate to an invoice cannot be edited. You'll need to make the changes in the quantity by opening the Estimate transaction.

 

If you need to recreate the estimates, you can check out this article for the steps: Set up and use estimates.

 

You can use the Audit Log to look for the estimate which you want to convert to an invoice.

 

To do that:

  1. Go to the Gear icon and select Audit Log.
  2. Select Filter.
  3. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  4. Click Apply.

Learn more about using the Audit Log Feature through this article: Use the audit log in QuickBooks Online.

 

Once you found the estimate, you can start editing the quantity from there. Then, proceed to Copy Estimate to an Invoice

 

You might also want to check out this article for more tips on how to customize your templates including estimates in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

The Community will always have your back if you need anything else in running your business in QuickBooks Online. Have a good one.

jdanzig
Level 1

I am trying to change quantity after converting an estimate into an invoice and it doesn't work anymore. What happened?

Was anyone able to figure out how to change the quantities from estimate to invoice?  I see that all the answers listed to the above questions really do not answer the question or show you where to find the answer.  Can't they just give us a straight answer on this????  UGH, QB you drive me crazy with your lack of communication and customer service.

 

Please advise if anyone out there found teh answer.

Avery Moss
Level 1

I am trying to change quantity after converting an estimate into an invoice and it doesn't work anymore. What happened?

I know this is an older thread, but I wanted to share this anyway in case anyone is having difficulties with this.

 

You can't change the quantity itself, but there are a couple ways to work around this without having to go back and change the estimate. 

 

In the 'Due' column, you can choose to invoice for a percentage or amount of the total that was in the quote. 

 

 If you choose percentage, you can type any percentage of that number, and the quantity and amount columns will auto populate to reflect that change. For example, if you quoted a quantity of 1 at $100, you could invoice for a quantity of 2 at $100 by entering 200%. The quantity will change to 2 and the amount will change to $200.

 

  If you choose amount, you can enter what you need the total to be, and the quantity and amount columns will also change. Using the same numbers as the above example, if you quoted a quantity of 1 at $100 and need to invoice for 2 at $100, enter $200 as the amount and the quantity will change to 2.  

 

The rate column will remain the same using both of these methods, the only things that will change as you alter the 'Due' column are the quantity and amount. It will work if you need to invoice for a lower or higher quantity than you quoted. 

Need to get in touch?

Contact us