QuickBooks: Edit an Estimate

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

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 edit.
3. Click the Action menu in the top right corner.
4. Select Edit to QuickBooks Estimate. 
5. Make any updates to the estimate as needed.
6. Click Update Estimate.