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October 12, 2023
Question

UNABLE TO CONVERT A QUOTE TO INVOICE IT WAS ALWAYS EASY NOW THE SYSTEM DOES NOT SHOW CONVERT TO INVOICE ANYMORE

  • October 12, 2023
  • 1 reply
  • 0 views
NOTHING MORE TO SAY I CANT CONVERT TO A INVOICE ANYMORE WHAT HAPPEND?

1 reply

October 12, 2023

Hello there, @userhlizemore2.I'll share some troubleshooting steps that can help you convert the quote to an invoice.

 

There are instances where having an excessive amount of cache on your browser results in unexpected system behavior. You can start by opening your account in a private or incognito window. This mode helps fix some browser-related concerns since it doesn't save any site data.

 

Here are the shortcut keys to use:

 

  • Google Chrome, press CTRL Shift N
  • Mozilla Firefox: press CTRL Shift P
  • Safari: press Command Shift N

 

If everything runs well in the private browser, return to your regular browser and clear its cache . You may also try different supported browsers available on your computer or device.

 

On the other hand, quotes can be added to current invoices rather than converted. Allow me to show you how: 

 

  1. Click the + New Plus icon. 
  2. Select Invoice.
  3. Choose the customer from the Customer dropdown. This opens the Add to invoice window.
  4. Tap Add to add quotes to the invoice.
  5. Hit Add all if you want to add more than one ​quote at a time.
  6. If you have progress invoicing turned on, choose how much you want to invoice: (Skip this step if you don’t use progress invoicing)
  • To create an invoice on the entire quote amount, select Remaining total of all lines. Then select Copy to invoice.
  • Or, to create an invoice for only part of the quote, you can select the option to enter a percentage of each line or the option to enter a custom amount. Then select Copy to invoice.

 

       7. Make any updates or edits to the invoice. Then press Save.

 

You can get more information about the process in this article: Copy a quote to a purchase order.

 

I'm also sharing this article to learn more details on converting a quote into an invoice: Create and send quotes in QuickBooks Online.

 

Do you need help personalizing your sales form to show only the data that matters to your business? If so, you can read this article that guides you through the process: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have other questions about managing your transactions, feel free to post them below. I'll be here to assist again.