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PBJ10
May 15, 2025
Question

Convert Invoice to Estimate

  • May 15, 2025
  • 1 reply
  • 0 views

I've seen several threads on here from users up to 8 years ago asking for the capability to convert an unpaid invoice into an estimate. This would simply mean developers coding a transaction that copies the line items from an invoice to an estimate template and perhaps asking the user if they would like to void the invoice from accounts receivable.

 

Other accounting software have this capability in 2025. 

 

Is there any update on getting the ability to convert an invoice to an estimate in Quickbooks?

1 reply

E
Erika_K
May 15, 2025

Your efforts in reviewing threads and resources about this functionality are appreciated, PBJ10.

 

While the option to convert an unpaid invoice into an estimate isn't currently available, I want to ensure that your suggestions and those of the community members are acknowledged and heard.

 

I encourage you to submit a feature suggestion for this option to our Product Development Team, as your feedback is essential in guiding our improvements. While we're unable to provide a specific timeline for this feature, our software engineers continually review customer feedback to enhance QuickBooks and ensure the best possible experience for all users. 

 

I'll show you how you can send one: 

 

  1. Locate the Gear icon in the upper right corner.
  2. Under Profile, choose Feedback.
  3. Enter your feedback suggestion.
  4. Hit the Next button.

 

You can stay updated on the latest QuickBooks Online enhancements by visiting the Product Updates Portal.

 

If you have more questions about managing your sales activities, click the Reply button below. I'll be around to offer a helping hand.

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