HOW DO I CONVERT A SALES QUOTE INTO AN ORDER AND THEN INTO AN INVOICE

Hello, frame. I'll share some insights about converting a sales quote in QuickBooks Online.

A Quote/Estimate transaction is non-posting. There is no direct way to convert it to a Purchase Order, which is another non-posting transaction. You'll have the option to copy a quote to a purchase order. First, ensure to enable the purchase order feature. 

Here's how:

1. Go to the Gear icon and select Account and settings.
2. Choose the Expenses tab.
3. Select the pencil ✎ icon in the Purchase orders section.
4. Turn on the Use purchase orders switch.
5. Click Save, then Done.

Now, copy the quote to a purchase order. The steps are as follows:

1. Go to + New and select Quote.
2. Enter customer and product or service details. Then select Save.
3. A dropdown choice of Create invoice or Copy to purchase order will appear next to the amount.
4. Select Copy to purchase order.
5. Choose a Supplier.
6. In the Item details section, select the same customer used on the purchase order.
7. Select Save and close.

You can get more information about the process in this article: Copy a quote to a purchase order.

I'm also sharing this article to learn more details on how to convert a quote into an invoice: Create and send quotes in QuickBooks Online.

Furthermore, check these resources on how to make to personalise your invoice, add the details that matter most, and create multiple invoices from a quote:

• Customise invoices, quotes, and sales receipts in QuickBooks Online.
• Set up and send progress invoices

If you have other questions about managing your transactions, feel free to post them below. I'll be here to assist again.