How do I Convert estimate to a invoice with new update.

Let’s streamline your billing process together, Dan. I’ll be with you through each phase to keep your financial operations smooth.

In QuickBooks Online (QBO), converting estimates to invoices with the newly updated layouts is streamlined and user-friendly. Follow the outlined steps below to effortlessly transition your records, ensuring accuracy and continuity in your financial management processes:

1. Navigate to the Sales menu and select All Sales.
2. Find the estimate you wish to convert and click on it.
3. Hit on the Edit tab.
4. Under the Review and Send dropdown, choose Convert to Invoice.
5. Then select Save.

I've included a screenshot below for your reference:

If the status column of the estimate displays Rejected, you’ll need to update the status before you can convert it.

For detailed steps, here's how:

1. In the All Sales window, find the estimate you want to convert.
2. Select the dropdown icon next to it and choose Update status.
3. Pick Pending or Accepted from the Status dropdown. 
4. Hit on OK to update it.

You could also convert estimates to invoices with the newly updated layouts by batch through the Batch actions dropdown. Checkmark all these entries you want to convert and select the Convert to Invoice option.

Furthermore, I'd like to share an informative article about the recent improvements made to the program, particularly the updated configurations for invoices and estimates. These enhancements will help streamline your workflows and speed up payment processes: See what’s new with estimates and invoices in QuickBooks Online.

Additionally, I recommend bookmarking these valuable articles handling your sales forms. These resource guides empower you with tips and best practices to streamline your invoicing process and enhance your overall experience:

• Customise invoices, estimates, and sales receipts in QBO
• Set up and send progress invoices in QBO

As we wrap up this conversation, remember that your success is our mission. If you have questions or need help navigating QBO's new features, please reply or create a new post in this forum. We value our partnership and look forward to helping you unlock our software's full potential. We're committed to providing personalized guidance tailored to your business needs.