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GenelleS
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Has a solution been found yet for this issue?

We just converted to QBO in Novemeber 2022. This week I found an estimate was converted to an invoice. I spoke to someone at QB and they assured me that a customer would have to contact us to accept an estimate. Furthermore, I would have to change the status to accepted and create an invoice. I did up a test estimate for myself. I was able to accept it and in QB it automatically changed the status to accepted and created an invoice which was emailed to me. We can't email our customers invoices prior to the product shipping. This is a major problem and the rep I spoke to obviously didn't have a clue what they were talking about. Has anyone found a solution to this? Thanks!

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