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March 12, 2024
Question

Why? Since the update can't i convert my estimates into invoices?

  • March 12, 2024
  • 1 reply
  • 0 views
Estimates to invoices

1 reply

MariaSoledadG
March 12, 2024

I'm here to help you convert your estimates to invoices, George.

 

Once a customer accepts your estimates, you can easily convert the estimate to an invoice. May I know if you get any error messages? If so, you can delete the estimate and recreate it again. 

 

If not, we can perform troubleshooting steps to fix the issue. Sometimes, if you run into these problems, this is because of browser-related issues. We can perform some troubleshooting steps to fix the problem. Use the shortcut keys below to access a private window (incognito):

 

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

 

When using incognito mode, this deletes cookies and browser history leaving your browser clean and easy to access any websites and error-free. After that, you can double-check if it is already working fine. If so, go to your main browser and clear the cache to fix the problem. Cached files and data can sometimes cause a webpage to reload. Also, some browsers have a setting that can cause a page to reload automatically. On the other hand, if it is still not working, you can use another supported browser.

 

Furthermore, you may need to record a payment once your customer pays an invoice to connect it to the balance of your accounts. I've added this article for more details: Record Invoice Payments In QuickBooks Online.

 

Reply to a comment below if you have any questions about invoices. I'll be right here to help.