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Estimates in Salesforcethat turn into invoices

Create a QuickBooks estimate from the opportunity, or any record with an account. When the customer accepts it in QuickBooks, the status comes back to Salesforce, and Convert to Invoice creates the invoice from it, linked to the estimate.

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An estimate on an opportunity's Quickbooks tab: accepted in QuickBooks, then converted to an invoice. Redrawn from the package, fictional data.

What you're seeing

  1. Estimate 1027 on the opportunity's Estimates tab changes from Pending to Accepted when the customer accepts it in QuickBooks.
  2. Expand shows the estimate, Accepted by Dana Whitfield on Oct 2, 2026, with its customer, dates and lines.
  3. Convert to Invoice opens Create invoice, From estimate #1027, filled in from the estimate.
  4. Save and Send creates the invoice in QuickBooks Online, and the estimate is marked Converted.
  5. Invoice 1044 for $20,900.00 appears on the Invoices tab, Open and due in 30 days.

Estimate to invoicewithout typing it twice

The estimate builder works like the invoice builder. What the customer agreed to is what gets invoiced.

  1. 1

    Create the estimateQBObyTALLY__QBO_Estimate__c

    Create Estimate on the record: pick the QuickBooks customer, then the estimate date, expiration date, lines, discount, tax and messages. Save, or Save and Send.

  2. 2

    The customer answers

    Accepted, Declined or Closed in QuickBooks comes back to Salesforce, with who accepted it and when.

  3. 3

    Convert to Invoice

    The invoice form opens filled from the estimate: customer, addresses, lines, discount, tax, shipping and custom fields. Check the terms and save.

  4. 4

    Linked and marked Converted

    The invoice is linked to the estimate in QuickBooks, and the estimate's status becomes Converted.

More from the estimateon the same record

Every estimate is listed on the record with its number, when it expires, the amount and its status. Expand it for the rest.

Statuses

Pending, Accepted, Declined, Closed and Converted. Set one yourself with Mark Accepted or Update Status, with who and when.

Expiration dates

Each estimate shows how many days it has left, like Expires in 14 days.

Edit and send again

Edit changes the estimate in QuickBooks. Save and Send emails the new version.

Made in QuickBooks, too

An estimate created directly in QuickBooks shows up in Salesforce under the customer’s account, and one deleted in QuickBooks is removed.

Generate PDF

QuickBooks renders the estimate PDF and you download it from Salesforce.

Generate PO

Open the purchase order builder from the estimate, filled from it.

Who can send

Separate permission sets for Save and for Save and Send on estimates.

Accepted estimatescan start a Flow

QuickBooks doesn't turn an accepted estimate into an invoice by itself. In Salesforce the status is a field, so your own record-triggered Flow can act on it.

Create Estimate on QBO using SF Estimate recordCreate Invoice on QBO - Easy Setup
  1. 1

    An estimate record is created

    By your Flow, for example when an opportunity reaches a stage.

  2. 2

    The Flow sends it to QuickBooksCreate Estimate on QBO using SF Estimate record

  3. 3

    The customer accepts in QuickBooks

    The status on the Salesforce estimate changes to Accepted.

  4. 4

    A Flow reacts to Accepted

    For example, it creates the invoice with Create Invoice on QBO - Easy Setup, or notifies the opportunity's owner.

Pricing

$5,899

per year, Tally Growth

Estimates come with Tally Growth and Tally Scale, installed free.

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In Tally Growth

  • Everything in Tally BasicIncluded
  • Create estimates in SalesforceIncluded
  • Create purchase orders in SalesforceIncluded
  • QuickBooks class trackingIncluded
  • Custom fieldsIncluded

Questionsabout estimates

How does the customer accept an estimate?
The same way as any QuickBooks estimate: from the email QuickBooks sends. Accepted, Declined or Closed comes back to the estimate in Salesforce with the name of the person who accepted it and the date. You can also set the status yourself with Mark Accepted or Update Status.
What does Convert to Invoice copy?
The customer and its email, Bill to CC, billing and shipping addresses, the lines, the discount, the sales tax rate, shipping, the messages and your QuickBooks custom fields. You set the terms and dates, then Save or Save and Send.
Is the invoice linked to the estimate?
Yes. The invoice is created in QuickBooks linked to the estimate, the estimate's status becomes Converted, and Convert to Invoice no longer shows on it.
Does an accepted estimate turn into an invoice on its own?
QuickBooks doesn't do that. In Salesforce the estimate's status is a field on a record, so a record-triggered Flow can react when it becomes Accepted, for example by creating the invoice with the Create Invoice on QBO - Easy Setup action or by telling the owner.
Can I make a purchase order from an estimate?
Yes. Generate PO on the estimate opens the purchase order builder with the estimate's details.
Which plan includes estimates?
Estimates are part of Tally Growth and Tally Scale.

More of the package

All features

Guides on the blog

PricingFAQComparing integrationsRelease notesData model

From accepted to invoicedwithout retyping a line

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