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Frequently Asked Questions

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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.
You use invoice to record sales transactions from customers who make no or partial payment during the time of the sale. Invoices help you keep track of your accounts receivable. Depending on your transaction with a customer, you can create an invoice in QuickBooks Desktop in different ways.

If your business does not require creating sales orders or estimates, your A/R workflow starts with creating the invoice.

Create an invoice from scratch

  1. From the Home screen or the Customers menu, select Create Invoices.
  2. From the Customer: Job drop-down, select a customer or customer job. If the customer or job is not on the list yet, you can select Add New.
  3. Fill in the relevant information at the top of the form like the Date Invoice #, Bill to/Sold to and Terms.
  4. In the detail area, select the item/s.Note: When you select or add an item, the description and amount are automatically populated based on the description and unit cost entered when it was set up. You can delete or modify this when creating invoices.
  5. (Optional) If you want to apply a discount, you need to create a discount item.
    1. From the Home screen go to Lists menu.
    2. Select Item List.
    3. Right-click anywhere, then select New.
    4. Select the Type drop-down, then select Discount.
    5. Enter an Item Name/Number and a brief Description.
    6. In the Amount or % field, enter the discount amount or percentage. If your discount amounts vary, you may want to leave the Amount or % field blank and enter the amount directly on your sales forms.
    7. From the Account drop-down, choose the income account you want to use to track discounts you give to customers.
    8. Select an appropriate Tax Code for the item.
    9. Select OK.
  6. Select Save & Close.

Create an invoice for a Sales Order

If you have created a sales order and you've fulfilled it, you need to create an invoice. There are two ways to do this: From the Sales Orders window
  1. On the Sales Orders main tab, elect the Create Invoice button.
  2. On the prompt that appears, choose:
    • Select Create invoice for all of the sales order(s) to add all items from the sales order to the invoice.
    • Select Create invoice for selected items if you want to put only some of the items on the invoice.
  3. Make the necessary changes in the Invoice.Note: In the list of items, enter a quantity in the To Invoice (Or Invoiced) column for each item. If you don't want to invoice any of the listed item, enter 0 (zero) as the quantity.
  4. Select Save & Close.
From the Invoice window
  1. From the QuickBooks Home screen or the Customer menu, select Create Invoices.
  2. On the Customer: Job drop-down, select a customer or customer job.
  3. The available Sales Order window appears. Choose one or more sales orders that have items you want to include in the invoice.
  4. Make the necessary changes in the Invoice.Note: In the list of items, enter a quantity in the To Invoice (Or Invoiced) column for each item. If you don't want to invoice any of the listed item, enter 0 (zero) as the quantity
  5. Select Save & Close.

Create an invoice for an Estimate

When a customer has accepted your estimate and agreed to pay a fixed amount (rather than for actual time and costs), you can turn the entire estimate into an invoice.
From the Estimate window
  1. Open the correct estimate.
  2. Select Create Invoice at the top of the Estimate form.Note: If you have progress invoicing turned on, you may get a prompt asking what you want to have on the invoice. You can simply specify what to include as prompted.
  3. When the invoice appears, edit the information as needed.
  4. Select Save & Close.
From the Invoice window
  1. From the QuickBooks Home screen or the Customer menu, select Create Invoices.
  2. On the Customer: Job drop-down, select a customer or customer job.
  3. The available Estimates window appears. Choose the estimate you want to include in the invoice. Note that QuickBooks will only allow you to select one estimate to invoice.Note: If you have progress invoicing turned on, you may get a prompt asking what you want to have on the invoice. You can simply specify what to include as prompted.
  4. When the invoice appears, edit the information as needed.
  5. Select Save & Close.
Have more questions?  Call us at 866-949-7267.
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