2.11c Convert an Estimate to an Invoice | Scribe

    2.11c Convert an Estimate to an Invoice

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    • QuickBooksQuickBooks
    • AkadianAkadian
    NOTE: You must be in the same session of the Sample company as when you completed the exercise [2\.11a Create an Estimate.](https://scribehow.com/shared/211a_Create_an_Estimate__Y1kM4eKiQfGeiSvQje-mWg)
    Now let's get started with the exercise. Find the estimate you created in the previous exercise.
    From the left navigation bar, hover over Sales, then select "Customers".
    Click the light blue "Estimates" button box to get a list of your estimates.
    This presents you with a list of all the customers with open estimates. In our case, there is only one.
    Click "Start Invoice".
    Notice that a drawer appears to the right with the details of the estimate. This needs to be moved to the invoice.
    Click "Add".
    The design ended up only taking 8 hours. On the Design line, in the "QTY" field, change the number from "10" to "8".
    Click on the "down arrow" next to Save and send, then select "Save and close".

    πŸŽ₯ Video

    Want to follow along? [Click here](https://youtu.be/OfzxeSvBgwQ) for our video walk-through.

    πŸ“š Get the Full Course

    This exercise comes from our basic level ProAdvisor certification course. Do more like it and pass your QuickBooks Basic ProAdvisor certification course in one weekend by [clicking here.](https://www.fastandeasyqbo.com/basic)

    πŸ“ Feedback

    Questions/Problems/Concerns?[ Send feedback.](https://www.bookwidgets.com/play/k6rmQMKk-iQAEzXMdagAAA/BEXUQBE/feedback-scrib?teacher_id=6434462993219584)
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