To convert an estimate to an invoice in QuickBooks Online, open your approved estimate, review all details, and select Create Invoice. This process transfers all information, items, pricing, taxes, and customer details into an invoice automatically, saving you from manual data entry. You can choose to invoice the full amount, a percentage, or specific line items, which is especially useful for progress-based projects. Once finalized, you can send the invoice directly to your customer for faster, more organized payments.
To convert an estimate to an invoice in QuickBooks Online, open the approved estimate.
Confirm that all details (items, quantities, prices, and taxes) are correct before moving on. If necessary, make any final edits before invoicing.
Once the estimate is ready, you can convert it to an invoice directly.
For example, if you’re billing a client for 50% upfront, select the Percentage of the estimate option and enter “50.”
Before sending the invoice, double-check all information.
You can also customize your invoice layout under Customize > Edit Current to match your company branding.
After reviewing, it’s time to send the invoice.
Your customer will receive the invoice via email with an option to pay online (if online payments are enabled).
QuickBooks automatically updates the status of your invoice.
To track these details:
If you regularly convert estimates into invoices and collect payments online, consider using DepositFix with QuickBooks Online. DepositFix allows you to:
This integration eliminates the need to chase payments and helps you manage billing from one place, saving time and ensuring accuracy.
To create a progress invoice in QuickBooks Online, turn on progress invoicing, build invoices from estimates, and bill customers by project phase or completion.
To create invoices in QuickBooks, enter customer info, add services, set rates, and send online. Clear, itemized invoices speed up payment collection.
To create an estimate in QuickBooks Online, add customer info, list services, and set prices. Easily convert approved estimates into invoices with DepositFix.
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