Converting an Estimate to an Invoice within QuickBooks

Verify that “Progress Invoicing” is turned on:

• In the menu bar, choose “Edit/Preferences”
• Click on “Jobs & Estimates” in the menu on the left.
• Open the tab titled “Company Preferences”.
• Under “Do You Do Progress Invoicing”, Click “Yes”.
• Click “OK”

Convert Estimate to an Invoice

Once the estimate has been opened in QuickBooks, do the following:

1. Click the “Create Invoice” button.

2. If prompted that “Items not assigned classes”, click “Save Anyway”.


3. Choose the first option, “Create invoice for the entire estimate”.
4. Click “OK”.

5. If prompted that “Items not assigned classes”, click “Save Anyway”.

6. In the “Total %” column, QuickBooks should properly assign values of “100%”. For material costs, however, this is not automatically done. Click directly on top of the “0.0%” values and change them to “100%”. Use the down arrow key to quickly navigate from one line to the next.

7. You’re finished! Verify that the Invoice Total matches that of the Estimate Total.