QuickBooks: Convert Estimate to Invoice

Once you connect QuickBooks within Glances, you will now have access to create and send QuickBooks estimates. Should your workflow require, you can also convert an estimate to an invoice.

Here's how to get started converting an estimate to an invoice:

1. Navigate to a customer's Glance.
2. Find and click on the estimate you would like to convert.
3. Click the Action menu in the top right corner.
4. Select Convert to QuickBooks Invoice.
5. Make any updates to the invoice as needed.
6. Click Create Invoice.