Good day, @candc2. I can share additional details about Estimate in QuickBooks Online (QBO).
I agree with Fiat Lux - ASIA, it's not necessary to use estimate in every invoice you create. You can set up estimate if you want to give your customer a proposal for work you plan to do and it's costs.
Furthermore, you can also convert estimate to invoice even if you use the new or old version. You can visit this article on how it's done and to give you more insights about estimates: Create and send estimates in QuickBooks Online.
In case you'll want to personalize and add specific info to your sales forms, please check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm just here if you need more help or any clarification about the use of estimate in QBO. Have a great day ahead!
