I'm here to ensure you'll be able to convert your estimate to invoice smoothly, @laurynrecchia-gm.
QuickBooks Online (QBO) automatically fills in the details entered in the estimate when you convert it to invoice. This way, you no longer have to input the information twice. For instance, the total item value added to the estimates will also be the total amount reflected on the invoice unless you enter additional line items on the form (invoice).
I'll guide you how:
- In your QBO account, click the Sales menu.
- Next, look for the estimate you need to convert.
- Then, select the Create invoice option.
- Make changes if needed and click Save and close.
To know more information about this, please see this article: Convert an estimate into an invoice in QuickBooks Online.
If in case you still notice that there are still two totals get added together, I'd suggest doing browser troubleshooting steps to determine if it is a cache-related issue. To start, let's access your QBO account in an incognito browser to have a clean slate. Below are the shortcut keys you can use:
- Google Chrome: Ctrl + Shift + N
- MS Edge and Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
Once signed in, convert the estimate to invoice again. If this works, you'll have to clear your browser's cache to eliminate the old data that might have caused the issue. If not, I'd recommend opening your QBO account on another supported browser. To optimize your QBO experience we always have to ensure that your system meets the minimum requirements to run the program.
Also, getting a report to see all of your customer's balances in QBO is easy. To do so, you can run the Accounts receivable aging summary report.
I'd be happy to assist you once more if you have any other concerns about converting the estimate to an invoice. Feel free to drop a comment below. Take care always.
