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Discover the updated GST rates in QuickBooks Online Singapore Find out more

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Mich_S
QuickBooks Team

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Once estimates are converted to invoices, we can no longer revert them back to estimates, ryan. No worries, I'll share a workaround to have this done in no time.

 

As an alternative, you can unlink the estimate from the invoice and then delete the invoice. I'll show you how:

 

1. Open the Sales menu.

2. Locate and click on Edit invoice to open the invoice that's linked to the estimate.

 

 

 

3. Click on the blue link below the invoice number that says 1 linked Estimate.

4. Remove the estimate you want to unlink.

 

 

5. Hit More from the bottom part.

 

 

6. Select Delete then Yes.

 

The estimate will remain in an Accepted status after being unlinked. If applicable, you can update the status by accessing the estimate. Please review the following images for reference:

 

 

 

If you're all set and you want to personalize your sales forms, see this guide for the detailed steps: Customise invoices, estimates, and sales receipts in QuickBooks Online.


You can always get back to us by replying to the thread. We'll make sure to respond to your queries as soon as we can. We're here to help you with any invoices, estimates, or QuickBooks concerns. Have a nice day and take care!