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KathyFG
Dec 11, 2018 3:16 AM UTC
Solved

Qb online. Turning estimates into an invoice

I'm trying an online version and trying to take estimates and turn them into invoices like the desktop version.  I've watched the video but it doesn't work like the video. 

IntuitHeidi
IntuitHeidiAnswer
Dec 11, 2018 3:16 AM UTC

Hi kfgross,

We have now automatically enabled this feature, so you won't see it in your settings.  To turn an estimate into an invoice, the estimate:

  • must be either Accepted or Pending, not closed status (look for the status on the upper left of the estimate)
  • must be saved (on lower right of the estimate)
  • must not have been fully invoiced already (see if any invoices have been created on the upper left of estimate)

Once these are true, then you'll see the "Create Invoice" option on the upper right.

Please let me know if that helps, and thanks so much for choosing QuickBooks Online- we appreciate you!

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15 replies

IntuitHeidi
IntuitHeidiAnswer
Dec 11, 2018 3:16 AM UTC

Hi kfgross,

We have now automatically enabled this feature, so you won't see it in your settings.  To turn an estimate into an invoice, the estimate:

  • must be either Accepted or Pending, not closed status (look for the status on the upper left of the estimate)
  • must be saved (on lower right of the estimate)
  • must not have been fully invoiced already (see if any invoices have been created on the upper left of estimate)

Once these are true, then you'll see the "Create Invoice" option on the upper right.

Please let me know if that helps, and thanks so much for choosing QuickBooks Online- we appreciate you!

    EndpointIT
    Jan 13, 2023 11:58 PM UTC

    I know this is old, but is there a way to disabled this feature? With auto convert, I don't get the option for progressive invoicing.

    RCV
    Jan 14, 2023 1:22 AM UTC

    Thanks for checking in with us, EndpointIT.

     

    In QuickBooks Online (QBO), there is a new feature where accepted estimates WITH DEPOSITS are automatically converted to an invoice. However, it didn't say that accepted estimates without deposits will also auto-convert to invoices. You can check out this article on what's new in QuickBooks about estimates and invoices: See what’s new with estimates and invoices in QuickBooks Online.

     

    Additionally, you can also check these articles for more details about managing estimates in QuickBooks:

     

     

    On the other hand, it's possible the progressive invoicing feature is not enabled. Here's how:

     

    1. Go to the Gear icon on the top menu.
    2. Select Account and settings.
    3. Click the Sales tab.
    4. In the Progress Invoicing section, tap Edit.
    5. Turn on the Create multiple partial invoices from a single estimate switch.
    6. In the Update your invoice template? window, select Update.
    7. Press Save, then Done.

     

    Here's an article you can refer to for more details about setting up and sending progress invoices in QuickBooks Online. Also, if you're going to track your estimate entries in QBO, you can run the Estimates by Customer report. For more tips about running reports, you can visit the links below.

     

     

    In case you have other concerns or questions about the estimate automatically creating invoice in QBO, you can always get back to me by leaving a reply on this thread. I’ll be around ready to help you. Keep safe!

    Anonymous
    Dec 11, 2018 3:16 AM UTC

    Thank you for visiting us in the Community, kfgross.

    I'd love to guide through the process of converting estimates to invoices in QuickBooks Online.

    Good news, performing this task in QuickBooks Online is easy. You can refer to the steps below for the process:

    A. Enable the Copy estimates to invoices feature:

    1. Go to the Gear Icon from the top right corner of your screen and choose Account and Settings.
    2. Select the Advanced tab on the left navigation panel.
    3. In the Automation section, place a check mark in the box for Copy estimates to invoices option.
    4. Click Save when you're done.

    B. Create an estimate:

    1. Click the Plus sign icon at the top of your screen.
    2. Choose Estimate on the drop down selection.
    3. Select a customer and fill out the applicable fields.
    4. Click Save and hit the Create invoice button at the top right corner beside the total amount.

    I've attached some screenshots for you.

    This will convert your estimates to invoices. Feel free to reach out to me if you need need anything else. I'd be more than happy to help.

    arkvalleyinfo
    Dec 11, 2018 3:16 AM UTC
    Hi,  I no longer see the above option listed to be able to  "Copy Estimates to Invoices" in the Account Settings.  Has it been changed to a different place??  May I please have your assistance.  Thank you
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