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February 6, 2024
Question

Not letting me convert to invoice from estimate.

  • February 6, 2024
  • 1 reply
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1 reply

February 6, 2024

Let me help you troubleshoot the issue you've been experiencing with converting your estimates into invoices, @devildogsdecking

 

To provide the best possible solution, I need to understand the issue in detail. Could you please share if you've encountered any specific error messages while converting the estimates? Kindly provide me with all the details related to the error message or any other information that can help me identify the root cause of the problem. The more information you give me, the faster I can help you resolve the issue.

 

In the meantime, we can perform some troubleshooting steps to check if the issue is related to your browser. To start, you can open an incognito window to prevent your browsing history from being saved. Here are the keyboard shortcuts based on your browser: 

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Alternatively, you can clear the browser's cache to eliminate common errors that may hinder the application from working properly. Clearing the cache will reboot the system, allowing you to work with a clean slate. You can also use other supported browser to see if the issue persists. 

 

Once you have created and sent an invoice to your customer, they will make a payment. This guide will help you receive and record invoice payments in QuickBooks Online (QBO), allowing you to connect the payment to the relevant invoice and balance your accounts.

 

Please don't hesitate to post here in the Community space if you have more questions about invoices in QBO. The Community is always here to help. Have a good one.