I'm here to ensure you'll be able to convert your estimate to invoice smoothly, @laurynrecchia-gm.
QuickBooks Online (QBO) automatically fills in the details entered in the estimate when you convert it to invoice. This way, you no longer have to input the information twice. For instance, the total item value added to the estimates will also be the total amount reflected on the invoice unless you enter additional line items on the form (invoice).
I'll guide you how:
To know more information about this, please see this article: Convert an estimate into an invoice in QuickBooks Online.
If in case you still notice that there are still two totals get added together, I'd suggest doing browser troubleshooting steps to determine if it is a cache-related issue. To start, let's access your QBO account in an incognito browser to have a clean slate. Below are the shortcut keys you can use:
Once signed in, convert the estimate to invoice again. If this works, you'll have to clear your browser's cache to eliminate the old data that might have caused the issue. If not, I'd recommend opening your QBO account on another supported browser. To optimize your QBO experience we always have to ensure that your system meets the minimum requirements to run the program.
Also, getting a report to see all of your customer's balances in QBO is easy. To do so, you can run the Accounts receivable aging summary report.
I'd be happy to assist you once more if you have any other concerns about converting the estimate to an invoice. Feel free to drop a comment below. Take care always.
Thanks that helps. However, when QBO makes an invoice from the estimate why does it add the 2 totals together? For example, it adds 35 from the estimate to 35 from the invoice making it look like I'll have 70 coming in but that's not accurate. Am I just reading the page incorrectly?
I appreciate you for updating us on this, laurynrecchia-gm. I know it can be difficult when you have duplicate amounts on your invoice. I'm here to help you get this fixed.
I replicated your concern and was able to convert my estimate to an invoice without duplicating the amount. Not to worry, I'm here to ensure this gets investigated.
Before proceeding, I'd like to know how your customer pays you? Are they directly paying from an estimate? If so, QuickBooks automatically marks the transaction as accepted, converts it to an invoice, and records the amount as a partial payment. For more details, please see this article: Request and Receive Online Deposits on your Estimates.
However, if you're manually converting the estimate to an invoice, I'd recommend performing the steps on your private browser. This helps us determine if this is a browser-related issue. You can follow the steps shared by Divina_N.
In case the issue persists, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.
Additionally, I've included an article that'll help you personalize your sales forms in QuickBooks Online. This way, you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.
I'd also suggest sharing a screenshot of the invoice or the steps you've performed when converting the estimate.
I'm only a post away if you need more help in managing your sales transactions in QuickBooks, laurynrecchia-gm. It's always my pleasure to help you out again.
I am having the same issue, however, for clarification, the action does not double the amount on the invoice. When I access the customer's name, it displays the estimate, invoice, and payments received and adds them all up for a total at the bottom of the list. So, it adds the estimate and the invoice (it should only include the invoice amount, not the estimate).
Thank you for dropping by here in the Community. I can help you with your concern about the total amount in QuickBooks.
The Total column under the customer's profile will include the estimates if the filter selected is All transactions. As a workaround, I recommend adjusting the filter (see screenshot below), or you run a report.
You can use the Transaction List by Customer report to exclude the estimate and show the correct total amount. There's an option to select specific transaction types only.
Please follow these steps:
Additionally, you can visit this link to learn how to view the status of your sales transactions, as well as some tips for managing them in QuickBooks: View sales transactions.
Drop me a comment below if you need more assistance with the totals or the customer list. I'll be happy to help you some more.