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Precision Accountaholics
March 17, 2019
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How to convert an estimate into an invoice

  • March 17, 2019
  • 1 reply
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Hello To All

How can I add time cost to an estimate? Or is the time cost feature only available on the invoice since estimates are a non-posting transaction. If that's the case is there a workaround so when converting the estimate to an invoice the time converts as well? 

 

Version: QuickBooks 2018 Contractor 

 

Thanks in advance for any assistance

Dorothy Schaller     

Best answer by Kristine Mae

Yes, you're making total sense, Dorothy Schaller.

 

I see that you're trying to add the time from the timesheet to an estimate.

 

For now, you can only link the timesheet to an invoice. Once you bill a customer and create an invoice, the time will be converted. You can continue doing this process. Though, if you still want to create an estimate for recording purposes, you'll have to manually enter the time in the QTY column.  Then, don't convert it to invoice. Just close it manually by clicking the Mark as inactive button. Refer to the screenshot below. 

 

 

Let us know if you have more questions. We'll get back to you as soon as we can. 

 

1 reply

Kristine Mae
Kristine Mae
March 18, 2019

You can add time cost to an estimate, Dorothy Schaller.

 

You will add the time in the QTY column and it will be added on the invoice once it's converted.

 

Here's how to create an estimate:

  1. Click Customers.
  2. Choose Create Estimates.
  3. Fill in the necessary fields.
  4. Click Save & Close.

Then, here's how to convert it to invoice:

  1. Click Customers.
  2. Choose Create Invoices, then choose the customer.
  3. In the Available Estimates window, choose the transaction, then click OK.
  4. Click Save & Close.

I've attached screenshots to guide you. 

 

 

 

 

Let us know if you have other questions. We're here from time to time. 

S
singram90
March 26, 2019

Is it possible to create an invoice from multiple estimates?

K
KhimG
March 26, 2019

Thanks for coming to the Community for help, @singram90.


I want to share some information about invoices and estimates in QuickBooks Desktop.


Estimates are typically used to bid, propose or quote a customer. The Customer Job is what defines this transaction. Since one customer can have multiple jobs, the option to convert several estimates with different jobs to one invoice is not possible.

Here are some helpful articles to know more about these transactions:

That should do it. Click the Reply button below if you have additional questions, I’m always here to help. Take care!

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