QuickBooks Enterprise

How to convert an estimate into and invoice in QuickBooks Enterprise

After a customer accepts your estimate, you can easily turn it into an invoice for billing.

Here’s how to convert an estimate/quote into an invoice:

  1. From the left menu, select Sales, then choose All Sales.
  2. Find and open the estimate/quote.
  3. Select Create invoice.
  4. Add more details to the invoice as necessary, then select Save and close.
Note 

  • You can only invoice an estimate with Accepted or Pending status. To update the status of the estimate, select the drop-down under the customer name.
  • Estimates imported from QuickBooks Desktop show as Closed in QuickBooks Online.

Now you’re able to convert an estimate into an invoice.

Have more questions?  Call us at 866-949-7267.