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richard_dns
March 2, 2022
Question

Difference between sending an invoice (from estimate) and creating a new invoice?

  • March 2, 2022
  • 2 replies
  • 0 views

Hi, I'm currently working on an automation tool to convert estimates to invoices. The problem is that the tool I'm using (Zapier) does not have the "Create Invoice" action on Quickbooks. Instead, I'm reading the estimate and creating a new invoice with the same line items. I'm just wondering if the "Create Invoice" button does the exact same thing or does it have other logic?

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
March 2, 2022

There is a "create invoice" event in another connector.

https://www.integromat.com/?pc=quickbooks

 

T
Trish_T
March 2, 2022

Hi richard_dns,

 

Welcome to Community!  QuickBooks Online has features you need to reach your daily goals. Converting estimates into invoice can be done effortlessly.  I'll be happy to provide more insight here!

 

In QuickBooks creating an estimate is a great way to present details of your work to your customer.  You can then convert it to an invoice so it's not entered twice.  They can be attached to an existing invoice as well.  With regards to having the same capability with Zapier, I recommend reaching out to them directly for their expertise on the functionality for creating invoices.

 

Feel free to reach back out with other questions.  We'd be glad to assist!

 

 

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