Manage customers and income
Welcome to the QuickBooks Community, michael-green. I'll be sharing how Quote and Invoice feature in QuickBooks Online works. I'll also ensure you can achieve your goal by performing the alternative steps below.
A Quote is an entry that helps you start discussing details with your customer for a proposal for work you plan to do. While, an invoice is a list of goods sent or services provided, with a statement that needs to get paid in the future. With this, the option to create a quote from a previous invoice is currently unavailable.
For now, you can manually create a quote by copying the details from a previous invoice. This allows you to record a quote that matches the information from the existing invoice. Once done, you can open this article to see the detailed steps on how you can make attractive and professional-looking quotes in QuickBooks: Customise invoices, quotes, and sales receipts in QuickBooks Online.
After that, you have the option to link the existing invoice to a newly created quote in QuickBooks.
Here's how:
- Click the Sales menu on the left panel and choose All sales section.
- Find the invoice and open it to click the Edit button.
- Click the arrow icon beside the Balance due and a quote entry appear.
- Click Add and It looks like you’ve started working on this invoice. Should we add only the quote item lines, or create a new invoice for this quote? message shows, then select Create a new invoice to link the transactions.
- Choose Save.
Lastly, I'm adding this article to see details on how the Sales page gives you a great at-a-glance view of the status of your sales transactions, like open and paid invoices: View sales transactions in QuickBooks Online.
Please feel free to add a comment below if you have other concerns about managing your sales transactions in QBO. I'm always ready to help. Take care, and have a great day, michael-green.
