Hi there, @inkimagesprint.
Yes, just_me is right. Though converting an estimate to an invoice is possible, the option to change it back isn't available. We can work on this by manually recreating the estimate and deleting the invoice after. This helps prevent duplicate transactions.
You can also go to Audit Log to check for the details of the deleted invoices.
Here are the steps on how to delete the transaction:
- Go to Accounting, and select Transactions.
- Select All Sales then locate the transaction.
- In the Action column, choose the dropdown and click View/Edit.
- If you want to include the date and reason you’re voiding or deleting the transaction, enter that info in the Memo or Message section. Then select Save.
- Select More in the footer. Then select Void or Delete.
- Select Yes to confirm.
You can also visit this link to know how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have any further concerns about your transactions, don't hesitate to post them here. Stay safe!
