After a customer accepts your estimate, you can easily turn it into an invoice for billing. (If you want to partially invoice your customer, use progress invoicing instead.)

Here's how to convert an estimate/quote into an invoice:

  1. From the left menu, select Sales, then choose All Sales.

  2. Find and open the estimate/quote.
  3. Select Create invoice.
  4. Add more details to the invoice as necessary, then select Save and close.
  • You can only invoice an estimate with Accepted or Pending status. To update the status of the estimate, select the drop-down under the customer name.
  • Estimates imported from QuickBooks Desktop show as Closed in QuickBooks Online.

Now you're able to convert an estimate into an invoice.