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May 5, 2021
Question

How do I change an invoice into an estimate/quote

  • May 5, 2021
  • 1 reply
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1 reply

May 5, 2021

Hi userk-chatterley,

 

Welcome to the QuickBooks Community. QuickBooks Online has a standard workflow that's meant to save you time. Let me explain how the transactions work together.

 

The workflow for customer transactions is to create an estimate and create the invoice or copy to purchase order from the estimate. Reversing the order of the workflow isn't an option. If you'd like to provide feedback, you can do so in-product.

 

To submit your input, follow these easy steps:

  1. Go to the Gear Icon.
  2. Select Feedback.
  3. Fill in your ideas and click Submit feedback.

If you need any other assistance, please let me know. I'm here to help. Take care.