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Replying to:
ShyMae
QuickBooks Team

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I see the benefit of having the option to convert invoice to estimate, @JH212.

Currently, there's no direct option to convert an invoice into an estimate. However, you can still create an estimate based on the details of an existing invoice by manually entering the necessary information, such as the product or service details, customer, amount, and quantity.

 

After manually creating an estimate, you can use the Duplicate feature to make a copy and edit specific details. This saves you time from manually making a new one. 

 

To duplicate transaction: 
 

  1. Go to Sales, then click Estimates
  2. Look for the transaction you want to copy.
  3. In the Action column, select the dropdown β–Ό, then choose Duplicate.
  4. In the Estimate page, replace the specific details you want to change. 
  5. Once done, tap Save and close or Save and send.

    Sample Duplicate.jpg

     

Additionally, you can also set up and send progress invoicing. This lets you split an estimate into as many invoices as you want. 

 

I'm still here to back you up if you need help managing your estimates and invoices. Just tap the reply button below to enter and submit your response. 

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