Hello @tkphua,
As of the moment, there isn't an integrated way to port the data of your DO to Estimate. Since both entries are created using the customise template of an estimate, you'll have to manually before sending your transactions. I'll show you how.
- Go to the +New button.
- Under Customers, select Estimate.
- Enter the information needed accordingly.
- Select Customise.
- Put a checkmark on the template needed based on the entry you wanted to send.
- Click Save and close.
Once done and your customers have accepted the estimate or the DO, you can follow the third set of screenshots shared by my colleague above to convert them into an invoice. You can read this article to learn more: Convert an Estimate into an Invoice in QuickBooks Online.
Additionally, you can also check our resources page for the list of articles you can use while doing business with us: Browse all Articles for your QuickBooks Product.
Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Take care and stay safe!
