QB Issue Resolution:
Currently, you can only convert an estimate transaction to an invoice and not vice versa. To correct your recordings, you have to delete the invoice and create an estimate.
Here are the steps in deleting an invoice:
- Open the invoice transaction.
- At the bottom, click More.
- Choose Delete.
Here’s how to create an estimate:
- Click the Plus icon.
- Choose Estimate.
- Select the customer name.
- Enter the necessary information, such as products/services, quantity and amount.
- Click Save.
You can refer to this link to know more about setting up and creating estimates.
Resolution for Issue 'How to I convert Invoices to Estimates? I accidentally created everything as an invoice when they’re really only estimates' available: Yes (Solved).
Source: Intuit Community forum.
How to I convert Invoices to Estimates? I accidentally created everything as an invoice when they’re really only estimates: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Invoice
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