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ayman-kanan
Level 1
posted
‎December 29, 2020 11:12 PM
last updated ‎December 29, 2020 11:12 PM

Customize invoice , by active option select for specfic items from estimate not export all estimate items as invoice automaticly

 
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1 Comment 1
AileneA
QuickBooks Team
QuickBooks Team
‎December 30, 2020 12:05 AM

Customize invoice , by active option select for specfic items from estimate not export all estimate items as invoice automaticly

Hello, ayman-kanan. 

 

Thank you for reaching out to the Community. In QuickBooks, there are limitations when exporting data. If you want to export your estimate data in QuickBooks, we need to utilize a third-party app that integrates with QuickBooks. However, If you wish to convert your estimate to invoice, it's possible and super easy. I'll show you how to do it:  

 

 

Convert an estimate into an invoice

  1. Click Sales menu and choose All Sales.
  2. Locate and open the estimate.
  3. Press Create invoice.
  4. Add more details to the invoice as necessary, then select Save and close. 

For more detailed information, you can refer to this article: Convert an estimate into an invoice in QuickBooks Online. 

 

Additionally, here are the lists of data you can export in QuickBooks Online: Export reports, lists, and other data from QuickBooks Online.  

 

If you need further assistance with any of these steps, leave a comment below. I’ll jump right back in to help and make sure this is taken care of for you. Have a good one.

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