How do i create an estimate from an invoice.

Good day, ndunsworth.

Let me help and share with you some information regarding creating an estimate from an invoice.

While converting an estimate to an invoice is possible, creating an estimate from an invoice isn't currently available in QuickBooks Online. You will first need to create an estimate then convert into an invoice or, to sales order and then invoice.

To convert an estimate into an invoice:

1. From the left menu, select Sales, then choose All Sales.
2. Find and open the estimate/quote.
3. Select Create Invoice.
   
   
   
   
4. Add more details to the invoice as necessary, then select Save and close.

You may find these articles helpful:

• Set up and send progress invoices in QuickBooks Online.
• How to convert an estimate into an invoice.

You get back to me if you need additional information about creating an estimate and invoice in QuickBooks Online.