SC.2.1c Convert an Estimate to an Invoice | Scribe

    SC.2.1c Convert an Estimate to an Invoice

    • 6 steps
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    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)
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    Now let's get started with the exercise. Find the estimate you created in the previous exercise.
    1
    From the left navigation bar, hover over Sales, then select "Customers".
    2
    Click the light blue "Estimates" button box to get a list of your estimates.
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    This presents you with a list of all the customers with open estimates. In our case, there is only one.
    3
    Click "Start Invoice".
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    Notice that a drawer appears to the right with the details of the estimate. This needs to be moved to the invoice.
    4
    Click "Add".
    5
    The design ended up only taking 8 hours. On the Design line, in the "QTY" field, change the number from "10" to "8".
    6
    Click on the "down arrow" next to Save and send, then select "Save and close".

    🎥 Video

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

    📚 Get the Full Course

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    This exercise comes from our Level 1 ProAdvisor certification course. Do more like it and pass your QuickBooks Level 1 ProAdvisor certification course in one weekend by [clicking here.](https://www.fastandeasyqbo.com/basic)

    📝 Feedback

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