Manage Customers and Income
You're most welcome, Ryan. It was great to hear from you again and update us about your issue. Permit me to assist you further and share some additional information about the process you wish to do.
I see that you've created 29 items already and redoing that into estimates is time-consuming however, turning an invoice into an estimate is not available in QuickBooks Online (QBO). I wish I can help you accomplish your tasks more quickly.
No worries, since our Product Developers are dedicated to making the QuickBooks experience of our users better, they're accepting product feedback so they can consider adding those in future updates. I'd love to assist you in sending your feedback. Please follow the steps below:
- Click the Gear icon in the upper-right corner.
- Select Feedback under Profile.
- Share your feedback.
- Click Next to submit.
You can also send your request through this link, track its status and get the latest updates from our development team: QuickBooks Online Customer Feedback.
While this feature is unavailable, I would suggest deleting the invoices and manually creating estimates. Don't forget to copy or save the information entered on invoices so you'll fill them in accurately to your estimates.
Moreover, if you want to keep up with the financial standing of your business, you can run our available reports and customise them to focus on the data that matters the most to you. To guide you through the process, feel free to read through this article: Run reports in QuickBooks Online.
Let me know in the comments if you have additional questions about managing your estimates and invoices in QuickBooks Online. It's my priority to provide assistance and ensure you'll accomplish your business-related tasks. Stay safe and have a good one.
