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md-srilakshmitra
Level 2
posted
‎April 07, 2022 09:17 PM
last updated ‎April 07, 2022 9:17 PM

Hello how to copy the estimation to invoice

While copying the invoice from estimation its not perfectly pasting. Can you solve this ptoblem as soon as possible
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1 Comment 1
MichelleBh
Moderator
Moderator
‎April 07, 2022 10:13 PM

Hello how to copy the estimation to invoice

I've got you, @md-srilakshmitra. I have a solution that will help you copy the estimate to the invoice perfectly. 

 

I'll help you copy the estimate onto the invoice with accurate information. This way, your client's transactions list, and reports are always precise. 

 

The estimate details will be copied correctly to the invoice if you click the Create invoice link. Do the following:

 

  1. Go to the Sales tab on the upper left side. 
  2. Select the All Sales tab. 
  3. Locate the estimate and click the Create invoice hyperlink. 
  4. All details will automatically copy to the invoice sales form. Review or add any information if needed. 
  5. Click Save and close. 

link estimates to invoice india.PNG


For more complete steps, check out this link: Create and send estimates in QuickBooks Online.

 

If the issue persists, I'd suggest pressing F5 to refresh the connection or transactions. It sounds like your server was interrupted or corrupted. Sometimes, too much cache build-up in your regular browser can cause unexpected behavior in the product. 

 

If the problem remains, I'd recommend logging your account through incognito. This way, we can check if it's a browser-related issue. Refer to the keyboard shortcuts below: 

 

  • Ctrl + Shift + N (Google Chrome)
  • Ctrl + Shift + P (Firefox)
  •  Control + Option + P (Safari)
  •  Ctrl + Shift + P (Microsoft Edge)

 

Once in, re-click the Create invoice hyperlink to verify if it's performing well. If it's solved, return to your regular browser and press the CTRL+ Shift and Delete keys on the keyboard to clear the cache. 

 

In addition, you can run the Estimate by Customer report to review the status and balances of your transaction. Then customise it to show the specific data. You can refer to the sample screenshot below for reference: 

estimates by customer report india.PNG


Don't forget to receive the payment and deposit the funds to the appropriate bank account. For complete instructions, check out these articles below:

 

 

I'm always willing to help you if you need assistance learning the ropes in QuickBooks. Feel free to leave a message below, and I'll get you back. Keep safe always, md-srilakshmitra.

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