QuickBooks Estimate to Invoice
The API
QuickBooks
didn't build.
Every approved estimate still requires a manual click in QuickBooks to become an invoice. There's no API for it. Clickr wraps that exact action into a single REST call. Send a txnId, get a converted invoice back.
Need full project management? See QuickBooks Projects API →
POST /v2/integrations/quickbooks/estimates/convert-to-invoice
Live
// Request
-H "Authorization: Bearer ***"
{
"txnId": "EST-1042",
"statusCallbackUrl": "https://your-app.com/webhooks/...",
"metaData": { "jobId": "job_8f3a2b" }
}
// Response · 298ms
200 OK
{
"invoiceId": "INV-2891",
"status": "converted",
"estimateId": "EST-1042"
}
How it works
Not magic.
Browser automation.
01
Your code calls our API
POST to our endpoint with an estimate ID. From curl, Zapier, n8n, your app, or a Claude agent — anywhere that speaks HTTP.
POST /v2/.../estimates/convert-to-invoice
02
We handle QuickBooks
Clickr logs into QuickBooks as you, opens the estimate, and clicks Convert to Invoice. MFA? We handle that natively.
298ms average response time
03
You get the result
A clean JSON response comes back with the new invoice ID confirming the conversion. Your workflow continues automatically.
{ "status": "converted", "invoiceId": "..." }
Endpoints
What you can do
with this API.
POST
Convert estimate to invoice
/v2/integrations/quickbooks/estimates/convert-to-invoice
Take an approved estimate and convert it to a billable invoice in QuickBooks. The action available in the UI but missing from the official API.
txnId
statusCallbackUrl
metaData
Coming soon
GET
List estimates
/v2/integrations/quickbooks/estimates
Retrieve open or accepted estimates by customer, status, or date range. Use this to find the right estimate before converting.
estimateId
customerName
status
total
createdAt
Coming soon
POST
Create invoice directly
/v2/integrations/quickbooks/invoices
Create a new invoice from scratch without an existing estimate. Supports all line items and fields available in the QuickBooks invoicing UI.
customerName
lineItems
invoiceDate
dueDate
memo
✦
Claude Code & AI agents
Give your Claude
agent access
to QuickBooks.
Every Clickr endpoint is a standard REST call - trivial to wrap as a Claude tool, an MCP server, or an n8n AI node. Your agent can convert estimates on approval, create invoices from emails, and query billing data without touching a browser.
Agent converts estimate to invoice when a job is marked approved in your CRM
Claude creates invoices from incoming email or Slack approval messages
Pull open estimates to answer billing questions from your team
Chain with QuickBooks Webhooks to react to invoice status changes
✦
Claude agent · quickbooks tool enabled
User
Job approved. Convert estimate EST-1042 for Riverside Corp to an invoice.
Tool call
get_transaction_id_from_quickbooks({ "estimateId": "EST-1042" })
Tool call
convert_estimate_to_invoice({ "txnId": "2932" })
Result
{ "invoiceId": "INV-2891", "status": "converted" }
Claude
Done. Estimate EST-1042 has been converted to invoice INV-2891 and is ready to send.
Connect to 1000s of apps
Works with Make, n8n, Zapier, Claude Code, or any tool that can make an HTTP request.
Custom
Custom
Custom
Custom
How does Clickr convert estimates to invoices through API?
Behind the scenes, Clickr is a browser automation tool that mimics the manual process of converting estimates to invoices in QuickBooks, breaking each step down into precise actions. When triggered via API, Clickr re-executes these steps, ensuring consistent and accurate invoice creation.
To make automation even more accessible, Clickr has been wrapped into popular tools like Zapier and n8n, allowing no-code users to trigger invoice conversions effortlessly. For developers and advanced users, the underlying API remains fully accessible through custom applications, Postman, Claude Code, or direct API calls.
1. Create Your Clickr Integration
To get started, go to your Clickr Dashboard and click the add integration button.
Clickr Dashboard → ⚡ Add Integration → Enter QuickBooks Credentials
2. Setup Multi-Factor Authentication
Clickr will provide you with a unique phone number that you'll use to link your QuickBooks account.
QuickBooks → User Profile → Manage Your Intuit Account → Sign-in & Security
Convert your first estimate to an invoice
Now that your integration is complete, you can start converting estimates. Use this cURL command to convert an estimate to an invoice. Be sure to use an estimate ID that exists in your QuickBooks account.
curl -X POST "https://api.clickr.cloud/v2/integrations/quickbooks/estimates/convert-to-invoice" \
-H "Authorization: Bearer YOUR_TOKEN_HERE" \
-H "Content-Type: application/json" \
-d '{
"txnId": "EST-1042",
"statusCallbackUrl": "https://your-app.com/webhooks/invoice-created",
"metaData": { "jobId": "job_8f3a2b" }
}'Ready to automate QuickBooks invoicing?
Convert estimates to invoices and create invoices programmatically.