When converting an estimate to a progress invoice?

Select the estimate you want to use to create a progress invoice. Under Accepted, select Convert to invoice. Fill out the rest of the invoice. Select Review and send, Save and new or Save and close.

Can you Create an invoice from an estimate?

An accepted estimate can be used to copy over information to an invoice manually or with the use of accounting software. If any changes have occurred between the time a customer accepts an estimate and an invoice is ready to be issued, highlight those changes and provide detailed reasoning.

How to convert quotation to invoice?

Converting Quote to an Invoice Automatically Go to Settings and select Quotes. Under Automatically convert accepted Quote to Invoice section: Select Convert accepted quotes to draft invoices if you want to automatically convert an accepted quote to an invoice and save the invoice as Draft.

How to convert quote to invoice in QuickBooks?

Here's how. Sign in to your QuickBooks Online account. Navigate to the Get Paid tab and select Quotes. Locate the quote you want to convert and open it. Click the Create Invoice button. Review the invoice details and make any necessary changes. Save the invoice and send it to the customer.

Electronic Signature
Features
Invoice templates
Convert Estimate to Invoice QuickBooks Online

Convert Estimate to Invoice QuickBooks Online Effortlessly

Streamline your invoicing process with airSlate SignNow. Enjoy easy document eSigning and cost-effective solutions tailored for your business needs.

Sign documents online

Learn more

Collect payments & signatures

Learn more

Add wet ink signature online

Learn more

Sign documents on iPhone or iPad

Learn more

Award-winning eSignature solution

Move your business forward with the airSlate SignNow eSignature solution

Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Try airSlate SignNow with a sample document

Complete a sample document online. Experience airSlate SignNow's intuitive interface and easy-to-use tools
in action. Open a sample document to add a signature, date, text, upload attachments, and test other useful functionality.

sample

Checkboxes and radio buttons

Try a sample document

sample

Request an attachment

Try a sample document

sample

Set up data validation

Try a sample document

Understanding the Conversion Process

Converting an estimate to an invoice in QuickBooks Online is a straightforward process that helps streamline your billing workflow. This feature allows users to transform estimates, which outline potential costs for services or products, into formal invoices that can be sent to clients for payment. By leveraging this function, businesses can ensure accurate billing and maintain a clear record of transactions.

Steps to Convert Estimate to Invoice

To convert an estimate to an invoice in QuickBooks Online, follow these steps:

Log in to your QuickBooks Online account.
Navigate to the "Sales" menu and select "Estimates."
Locate the estimate you wish to convert and click on it to open.
In the estimate view, look for the option that says "Convert to Invoice" and click on it.
Review the details of the invoice, making any necessary adjustments.
Once satisfied, click "Save and Send" to deliver the invoice to your client.

Benefits of Converting Estimates

Converting estimates to invoices in QuickBooks Online offers several advantages:

Efficiency: This process reduces the need to re-enter information, saving time and minimizing errors.
Accuracy: Ensures that the invoice reflects the agreed-upon terms and pricing from the estimate.
Tracking: Maintains a clear record of estimates and invoices, enhancing financial tracking and reporting.

Common Issues and Troubleshooting

While converting estimates to invoices is generally seamless, users may encounter some common issues:

Missing Estimates: Ensure that the estimate has been properly saved and is not in a draft state.
Incorrect Details: Double-check that all information is accurate before finalizing the invoice.
Payment Terms: Review payment terms to ensure they are appropriate for the invoice.

Real-World Scenarios for Conversion

Consider a scenario where a contractor provides an estimate for a home renovation project. Once the client approves the estimate, the contractor can quickly convert it into an invoice through QuickBooks Online. This not only speeds up the billing process but also ensures that the client receives a professional invoice that reflects the agreed-upon work and costs.

Best Practices for Using Estimates and Invoices

To maximize the effectiveness of estimates and invoices in QuickBooks Online, consider these best practices:

Clear Communication: Ensure that all terms and conditions are clearly outlined in the estimate to avoid misunderstandings.
Regular Updates: Keep your estimates and invoices up to date with current pricing and terms.
Follow-Up: After sending an invoice, follow up with clients to confirm receipt and address any questions they may have.

airSlate SignNow solutions for better efficiency

Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to convert estimate to invoice quickbooks online.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and convert estimate to invoice quickbooks online later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly convert estimate to invoice quickbooks online without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to convert estimate to invoice quickbooks online and include a charge request field to your sample to automatically collect payments during the contract signing.

Collect signatures

24x

faster

Reduce costs by

$30

per document

Save up to

40h

per employee / month

Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

Check 5000+ reviews

Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

Check 5000+ reviews

Megan Bond

Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

Check 5000+ reviews

be ready to get more

Why choose airSlate SignNow

Free 7-day trial. Choose the plan you need and try it risk-free.
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.

Start free trial

Transform estimate into invoice quickbooks online

Transforming an estimate into an invoice in QuickBooks Online is a simple procedure that can enhance your billing operations. This guide will direct you through the steps to effectively convert your estimates into invoices, ensuring you keep precise financial records while saving time.

Transform estimate into invoice quickbooks online

Open your internet browser and go to the airSlate SignNow homepage.
Create a complimentary trial account or log into your current account.
Select the document you want to sign or send for signatures by uploading it.
If you intend to reuse this document, save it as a template for later use.
Access your uploaded file and make necessary changes, such as adding fillable fields or inserting specific details.
Finish the signing process by adding signature fields for the recipients.
Click 'Continue' to set up and send an eSignature invitation.

airSlate SignNow provides a robust solution for businesses aiming to manage their document signing processes effectively. With a comprehensive range of features that deliver excellent return on investment, it is designed to be user-friendly and scalable, making it suitable for small to mid-sized enterprises. Moreover, airSlate SignNow features clear pricing with no hidden charges, ensuring you know exactly what you’re spending on.

With exceptional 24/7 support available for all paid plans, you can depend on airSlate SignNow to fulfill your document signing requirements. Start your free trial today and discover the advantages for yourself!

How it works

Upload a document

Edit & sign it from anywhere

Save your changes and share

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online

Generate templates of your most used documents for signing and completion.

Learn more

Create a signing link

Share a document via a link without the need to add recipient emails.

Learn more

Assign roles to signers

Organize complex signing workflows by adding multiple signers and assigning roles.

Learn more

Create a document template

Create teams to collaborate on documents and templates in real time.

Learn more

Add Signature fields

Get accurate signatures exactly where you need them using signature fields.

Learn more

Archive documents in bulk

Save time by archiving multiple documents at once.

Learn more

Connect airSlate SignNow to your apps

Check out airSlate SignNow integrations

Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

Learn more about security

be ready to get more

Get legally-binding signatures now!

Start your free trial

FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

When converting an estimate to a progress invoice?

Select the estimate you want to use to create a progress invoice. Under Accepted, select Convert to invoice. Fill out the rest of the invoice. Select Review and send, Save and new or Save and close.
Can you Create an invoice from an estimate?

An accepted estimate can be used to copy over information to an invoice manually or with the use of accounting software. If any changes have occurred between the time a customer accepts an estimate and an invoice is ready to be issued, highlight those changes and provide detailed reasoning.
How to convert quotation to invoice?

Converting Quote to an Invoice Automatically Go to Settings and select Quotes. Under Automatically convert accepted Quote to Invoice section: Select Convert accepted quotes to draft invoices if you want to automatically convert an accepted quote to an invoice and save the invoice as Draft.
How to convert quote to invoice in QuickBooks?

Here's how. Sign in to your QuickBooks Online account. Navigate to the “Get Paid” tab and select “Quotes.” Locate the quote you want to convert and open it. Click the “Create Invoice” button. Review the invoice details and make any necessary changes. Save the invoice and send it to the customer.

What active users are saying — convert estimate to invoice quickbooks online

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

Excellent Time saving experience

5

Administrator in Real Estate

What do you like best?

Ease of use of interface - there is no question at what stage each document is at.

Read full review

Customer Service Spec

5

Lesa B

What do you like best?

It's easy to download on any phone. Customer's really like it.

Read full review

Very intuitive and easy to navigate.

5

Leia B

What do you like best?

I like how I can take any document and upload to the Signnow platform. It's easy to add in customizable elements on our documents for clients to fill in. Clients love how they can log back in to review the document without having to sign immediately, I like how SIgnnow keeps me informed of the history of the document - who has viewed it, when they view it, their last login, etc. I also like how I am sent a copy of the document once all elements have been completed.

Read full review