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aquapooltech12
New Member

I CHOSE INVOICE INSTEAD OF ESTIMATE BY MISTAKE, HOW DO I CHANGE IT BACK TO ESTIMATE?

 
1 Comment 1
MichaelaS
QuickBooks Team

I CHOSE INVOICE INSTEAD OF ESTIMATE BY MISTAKE, HOW DO I CHANGE IT BACK TO ESTIMATE?

Thanks for posting your concern, Aqua. I'd be glad to walk you through to switch back to estimate.

 

To return it, click the X icon at the top right corner on the invoice page, then go to the +New icon and click Estimate. Refer to the sample screenshot below:

 

image.png

image.png

Additionally, check this article to help you personalize the appearance and layout of your sales forms: Customize invoices, estimates, and sales receipts.

 

I'll be around if you have other questions about any transaction concerns. Take care.

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