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In QuickBooks Online (QBO), there is a new feature where accepted estimates WITH DEPOSITS are automatically converted to an invoice. However, it didn't say that accepted estimates without deposits will also auto-convert to invoices. You can check out this article on what's new in QuickBooks about estimates and invoices: See what’s new with estimates and invoices in QuickBooks Online.
Additionally, you can also check these articles for more details about managing estimates in QuickBooks:
On the other hand, it's possible the progressive invoicing feature is not enabled. Here's how:
- Go to the Gear icon on the top menu.
- Select Account and settings.
- Click the Sales tab.
- In the Progress Invoicing section, tap Edit.
- Turn on the Create multiple partial invoices from a single estimate switch.
- In the Update your invoice template? window, select Update.
- Press Save, then Done.
Here's an article you can refer to for more details about setting up and sending progress invoices in QuickBooks Online. Also, if you're going to track your estimate entries in QBO, you can run the Estimates by Customer report. For more tips about running reports, you can visit the links below.
In case you have other concerns or questions about the estimate automatically creating invoice in QBO, you can always get back to me by leaving a reply on this thread. I’ll be around ready to help you. Keep safe!
