How to resolve frequent problems when converting an estimate in QuickBooks to an invoice

When you are using the QuickBooks accounting software then in some of the circumstances you may get to see an error which usually occurs while your convert the estimate to invoice in QuickBooks. Now if your are on this web page then probably you are also facing this issue. Today in this article we have described the three different ways by which you can solve convert estimate to invoice in QuickBooks error.

By Disabling the Progress Invoice Feature

The first solution that you have for this problem is to disable the progress invoice feature. The steps for doing so are pretty simple and are further described in this article.

1.   First of all you will have to open the QuickBooks accounting software. In the next step you will have to search for the Gear icon in QuickBooks and then click on it.
2.   Now in the next step you will have to click on  "Accounts and Settings" from the options.
3.   Now go to the left side and select Sales and find the option for Progress Invoicing and click on it.
4.   After that you will see a pencil icon click on that. This will let you disable the Progress Invoicing option.
5.   After you have completed all these steps you will get to see that the error is now resolved.

By Copying the Estimate from QuickBooks and deleting it from the source

The second solution that you have is to copy the estimate and then delete it from the source. While it may sound a bit complicated but it is actually  pretty simple. You will just have to follow the steps that we have described below.

1.   First of all you will open QuickBooks and then head to the sale section now you will have to select all the sales.
2.   Now in the next step you will have to open the estimate and then copy it and then click on the save button.
3.   Now You will again open the sales section and again select all the transactions and then click on more options.
4.   There you will get an option to delete all the transactions.
5.   After you have deleted all the transactions you will now have to convert the estimate in to invoice.
6.   For that you will have to open the Sales menu again and then click on all sales.
7.   Now in the next step you will have to click on Estimate and then click on the option which says create invoice.
8.   Now you can click on save the invoice and then click on close.

By Deleting the estimate

The third solution that you have for these error codes is that you can resolve these errors by deleting the estimate in the customer list page. The process for doing so is pretty simple.

1.   First of all you will have to open the QuickBooks and then open the sales option and then head towards the Customer section.
2.   Now Click on the option of Customer Name.
3.   Now you will get the estimate. You will then have to click on the more options and then click on delete.

Conclusion

This was our article on how you can fix and resolve some of the common yet important error code that may be cause while you try to convert the Estimates to Invoices in QuickBooks. We have provided the different solutions for this problem you can use any one of them to solve your error. If you still have any kind of doubt regarding the process or the methods that we have described in this article then you can comment down you Query below.