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Convert an Estimate to an Invoice in QuickBooks Online

    Convert an Estimate to an Invoice in QuickBooks Online

    Regardless of what your organization offers for sale, for a successful business approach, it is imperative to provide the right estimates for customer consent.

    There are other businesses that offer the same product/service.

    In such a scenario, your customer will brood over a bit and request for an estimate to compare with others, before making the final call.

    Why Do you Need to Convert an Estimate to an Invoice in QuickBooks Online

    To create a good impression on your potential clients, switching a QuickBooks estimate into a specific invoice is the best move recommended. Switching into an invoice ensures that your billing proceeds are proper and your pricing receives consent from the customer.

    Additionally, being able to convert an estimate into an invoice lets you bypass repetitive data entries and prevents you from wasting time on your client.

    This convinces the client of your potential as a business client, and that’s why it is imperative to convert an Estimate into an Invoice with QuickBooks online

    Note: With QuickBooks, preparing an Invoice in QuickBooks from an existing Estimate is a matter of seconds.

    Process of Convert an Estimate to an Invoice in QuickBooks Online

    Total Time: 35 minutes

    Getting Ready to Prepare Estimates in QuickBooks

    πŸ’  Step 1: Open QuickBooks and sign in as an Administrator. After that, click the β€œEdit” tab on the menu bar.
    πŸ’  Step 2: On the slide-out menu, you will see β€œPreferences”. Click it
    πŸ’  Step 3: In the Preferences window, click the option β€œJobs & Estimates”
    πŸ’  Step 4: Select the β€œCompany Preferences” option.
    πŸ’  Step 5: Choose β€œYes” right beside the option β€œDo you want to create estimates”
    πŸ’  Step 6: Select the β€œOK” key and save the changes.

    Also Read: Create a Proforma Invoice in QuickBooks

    Create an Estimate in QuickBooks

    πŸ’  Step 1: Select β€œCustomers” visible on the menu bar, and select β€œCreate Estimates”.
    πŸ’  Step 2: Choose the customer from the β€œCustomer” drop-down button/ type the name and address details manually.
    πŸ’  Step 3: Type the line items accordingly in the Estimate just like preparing an invoice.
    πŸ’  Step 4: Select β€œSave” visible on the toolbar, and save the Estimate.

    Convert Estimate to Invoice in QuickBooks

    πŸ’  Step 1: Select β€œCustomer Center” visible on the toolbar, and then choose the “Customers & Jobs” option.
    πŸ’  Step 2: Select the specific customer’s name you have created the Estimate for. Select the β€œShow” button, and then choose β€œEstimates”
    πŸ’  Step 3: Do a double -click on the specific Estimate, which has been prepared for the customer. The estimate will start on the QuickBooks window.
    πŸ’  Step 4: Select the β€œCreate Invoice” key at the upper part of the estimate form. QuickBooks will convert the estimate and will show the customer data along with the line items in a separate new invoice window. You can edit/alter the line items whenever required.
    πŸ’  Step 5: Select the β€œPrint” key to take the invoice printout right away.
    πŸ’  Step 6: Select β€œSave” to save the required invoice.

    Final Words :

    In case you are stuck, feel free to connect with our expert representatives available on QuickBooks support number who are ready to offer their instant assistance 24/7.