Skip to main content
October 18, 2021
Question

How do I change a quote to an invoice

  • October 18, 2021
  • 1 reply
  • 0 views
I have completed an invoice by mistake and should have been a quote, how do I change this

1 reply

October 18, 2021

Hi skheenan,

 

You'll need to delete the invoice created and create a quote for it to ensure that the transaction is recorded correctly in QuickBooks Online. 

 

Here's how to delete an invoice: 

 

  1. Open the invoice.
  2. On More button, select Delete.

To create a quote: 

 

  1. Select + New button.
  2. Select Quote.
  3. Enter details needed.
  4. Select Save.

For your reference, you can also check on this article: How to convert a Quote to an Invoice

 

Let me know if you have any other questions. Have a nice day.