How do you convert an estimate (Quote) to a job?
Hi Steve, thanks for your question. Unfortunately you cannot convert an estimate to a job. A job in QuickBooks is basically a subset of a customer. If you want to create an estimate for a job you need to create the job 1st and then create an Estimate for that job.
I’m not sure if you are aware but we have a free QuickBooks Course that covers a range of topics. I have included the links below on how to create a customer (or job) and how to create an estimate in QuickBoooks:
How to Create Customers in QuickBooks:https://fitsmallbusiness.com/set-up-customers-quickbooks-online/
How to Create Estimates in Quickbooks: https://fitsmallbusiness.com/how-to-create-estimates-in-quickbooks-online/
Best of luck,
Crystalynn Shelton, CPA
315 Madison Avenue, 24th Floor
New York, NY 10017
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