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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
LollyNino_C
QuickBooks Team

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Thanks for posting here in the Community, @LeeAngelo

 

I'm here to help provide some information about editing an invoice that you copy from the estimate. 

 

When you copy an invoice from an estimate, you can edit it if the Progress Invoicing is Off. Otherwise, you cannot make any changes. 

 

To turn On/Off the Progress Invoicing, follow these steps below: 

  1. Go to the Gear ⚙ icon and select the Account and Settings. 
  2. Click the Sales tab. 
  3. In the Progress Invoicing section, then hit the Pencil icon ✎.
  4. Click the button to turn it On/Off
  5. Choose Update.
  6. Select Save, then Done

For additional information, check this article: Set up and send progress invoices in QuickBooks Online

 

Refer to this article for additional details on how to customize invoices and estimates: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have any further questions concerning progress invoicing in QBO. I'm always here to help you. Have a wonderful day.

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