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Replying to:
Charies_M
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Welcome to this thread, LCORREA.

 

I can share some information about the process of turning an estimate into an invoice.

 

The Quantity (QTY) column shown when you convert an estimate to an invoice cannot be edited. You'll need to make the changes in the quantity by opening the Estimate transaction.

 

If you need to recreate the estimates, you can check out this article for the steps: Set up and use estimates.

 

You can use the Audit Log to look for the estimate which you want to convert to an invoice.

 

To do that:

  1. Go to the Gear icon and select Audit Log.
  2. Select Filter.
  3. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  4. Click Apply.

Learn more about using the Audit Log Feature through this article: Use the audit log in QuickBooks Online.

 

Once you found the estimate, you can start editing the quantity from there. Then, proceed to Copy Estimate to an Invoice

 

You might also want to check out this article for more tips on how to customize your templates including estimates in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

The Community will always have your back if you need anything else in running your business in QuickBooks Online. Have a good one.

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