What must you do to convert an estimate to an invoice in QuickBooks?

Study for the QuickBooks ProAdvisor Exam with flashcards and multiple choice questions. Each question includes hints and explanations to aid your understanding. Boost your confidence and prepare for success!

To convert an estimate to an invoice in QuickBooks, the correct method is to find the estimate and select the 'Convert to Invoice' option. This process is designed to streamline the workflow from estimating to billing, making it easier for users to manage sales transactions.

When converting an estimate to an invoice, QuickBooks allows you to take the details provided in the estimate—such as item numbers, quantities, and pricing—and directly transfer them into an invoice format. This feature helps maintain consistency and reduces the chance of errors that could arise from manually creating a new invoice.

Other options described may not precisely reflect the actual steps in QuickBooks. For instance, while accessing an Estimates tab or Sales tab might be part of the navigation process, the specific command to convert an estimate directly into an invoice is uniquely characterized by the 'Convert to Invoice' action. This ensures that users can efficiently create an invoice that reflects the details of the original estimate while retaining all necessary information for accurate billing.

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