How do I convert an estimate to an invoice



1.Click the Business tab, then click the Business Tools and choose Estimate List.

2.Select the estimate you’d like to convert.

3.Click Convert.

What if I don't see a Convert button?

The Convert button doesn't appear in the estimate form when you're first creating an estimate. You must save the estimate before you can convert it to an invoice.

4.In the Convert it to the following account list, select an existing invoice account.

5.In the After conversion area, specify whether you want to save this estimate for later use or delete it. For example, if you will be providing the same services to a customer on a monthly basis, you can select Save this estimate for later use, then simply convert it to a new invoice each month

6.Click OK to convert the estimate to an invoice.

7.If the invoice is correct, click Save and Done to save the estimate and close the Invoice form.

 

This feature requires Quicken Home & Business or Rental Property Manager. Learn how you can upgrade Quicken in minutes.

 

Search Support:

Search form

Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.