How can i convert an invoice to estimate?

Hello Kevin,

The option to convert an invoice to an estimate is currently not available. But I'm happy to share some workarounds with you.

QuickBooks only allows converting an estimate to an invoice, not the other way around. If you mistakenly created an invoice that should have been an estimate, the workaround involves manually recreating the estimate and deleting the invoice to prevent duplicate transactions. This process helps maintain accurate records.

Here's how to create an estimate:

1. Select + New, then select Estimate.
2. Select + Add customer. Then select a customer from the dropdown. Or, to add a new customer, select +Add new, enter the customer info, and select Save.
3. Select the dropdown in the Product or service field and add the products or services to the estimate. Or, to add a new product or service, select + Add new, enter the info for your product or service and select Save. 
4. Once done, select Save.

Here's how to void or delete a transactions:

1. Go to Sales, then select All sales.
2. Find the invoice that you want to void or delete.
3. In the Action column, select the dropdown , then select Void or Delete.

You can also visit this link to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you have any further concerns about your transactions in QuickBooks Online, feel free to come back here in the Community. We're here to assist you 24/7.