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Replying to:
jenop2
QuickBooks Team

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Hi there, 01chrisburton.

 

The automatic conversion of estimate into an invoice only happens if you have activated QuickBooks Payments turned and your customer has made a deposit as well.

 

If the feature was not activated, we'll have to take a closer look at this and check why it's automatically creating invoices. Having said that, please contact our phone support team. They can screen-share with you and gather more information to sort this out. 

 

Here's how to reach out to them:

 

  1. Go to the Help menu in the upper-right hand corner to open the QB Assistant window.
  2. Type in "talk to a human", then press Enter.
  3. Click Contact Support Team, then let them know that you want to remove yourself as an accountant.
  4. Press Enter once again.
  5. Select No, I still need help, then choose Contact Support Team.
  6. Look for the Chat option and click on it.

 

The Community is always here if you need anything else. 

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