Convert a QuickBooks estimate into an invoice
In QuickBooks the conversion is a button on the estimate, and Intuit's developer API has no endpoint for it. Clickr exposes it as a single POST: the whole estimate, a percentage, a fixed amount, or line by line.
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POST /v2/integrations/quickbooks/estimates/convert-to-invoice
Live
Request body
txnId
"1042"
percentage
"50"
dueDate
"06/19/2026"
noteToCustomer
"50% deposit, thank you"
Response
200 OK
receipt
"68b2f0c4e1d9a70012ab34cd"
Clickr opens the estimate, converts it with the split you sent, and posts the finished invoice to your statusCallbackUrl. Sending no billing field invoices the remaining balance in full.
What changes
The button moves to the system that already knows
In QuickBooks today
The approval lands in an inbox, a CRM or a text message. Someone then opens QuickBooks, finds the estimate, presses Convert to Invoice and sets the deposit by hand. Until they do, nothing has been billed, and on a busy week that gap is measured in days.
Through the Estimates API
Whatever recorded the approval posts the estimate id instead. Clickr converts it with the percentage, the amount or the per-line split you sent, and the invoice exists in QuickBooks minutes after the customer said yes.
0
Conversion endpoints in Intuit's API
3
Ways to bill one estimate
1
Call per conversion
Billing modes
Three ways to bill one estimate
One endpoint, and one mode per request. percentage and amount are mutually exclusive, lineItems cannot be combined with either, and sending none of them invoices the remaining balance in full.
txnId only
The whole estimate
Send the estimate's transaction id on its own. The entire remaining balance becomes the invoice, which is what happens by default when no billing field is present. This mode needs nothing enabled in QuickBooks.
Body
percentage · amount
A proportion or a fixed sum
Send percentage to bill a proportion of the estimate, or amount for a fixed currency value. Both are the deposit and milestone case, both need progress invoicing enabled in QuickBooks, and only one of the two can be present.
Body
lineItems[]
Line by line
Send lineItems, each carrying a due object with a value and a unit of percent or amount. Every line is billed independently, so a 50% deposit on labour and a full charge on materials go out on the same invoice.
Body
Sending both percentage and amount, or lineItems alongside either, is rejected before the run is queued, so a malformed split never reaches your books half applied.
Every mode
The fields any conversion accepts
These are accepted whichever way you bill, and each one is validated before the run is queued. Everything except txnId can be left out.
Field
Requirement
What it does
txnId
required
The estimate's transaction id in QuickBooks, as it appears on the estimate itself.
invoiceNumber
optional
Sets the invoice number. Left out, QuickBooks assigns the next one in its own sequence.
invoiceDate
optional
MM/DD/YYYY. Left out, the invoice carries the date the run completed.
dueDate
optional
MM/DD/YYYY. Left out, QuickBooks applies the terms held against the customer.
noteToCustomer
optional
The message printed on the invoice the customer receives.
memoOnStatement
optional
The memo that appears on statements rather than on the invoice.
statusCallbackUrl
optional
Where Clickr posts the finished invoice and the run status once the conversion completes.
metaData
optional
A JSON object of your own, returned untouched on the callback. Use it to match a result to the job or approval that triggered it.
8 FIELDS
Setting it up
Connect an account, set the second factor, convert an estimate
Setup is self-serve and nothing in it waits on us. We are happy to walk you through it on a call if you would prefer.
01
Connect your QuickBooks account
Add your credentials in the Clickr dashboard. Clickr does not create a user inside your QuickBooks account, and you can revoke its access from your own settings.
about a minute
02
Point multi-factor authentication at Clickr
Intuit requires a second factor. We give you a phone number to set as it, and Clickr answers the sign-in challenge on every run from then on.
one settings change
03
Convert your first estimate
Generate an API key and post an estimate id from curl, Zapier, n8n or your own code. The run and the invoice it produced appear in your run history.
same day
Questions about this endpoint
Questions about the connector as a whole, including pricing and what happens when a run fails, are answered on the QuickBooks page.
support@clickr.cloudNo. Their accounting API reads and writes estimates and invoices separately, and provides no call that turns one into the other. In the interface it is a button on the estimate, so today a person presses it.
Yes, where progress invoicing is enabled in your QuickBooks account. Send percentage for a proportion or amount for a fixed sum, and Clickr applies it during the conversion.
The same thing that happens when your bookkeeper presses the button. On a partial conversion the estimate keeps the balance that is left, so a later call can bill the rest against the same txnId.
Yes. Send lineItems, each with a due object carrying a value and a unit of percent or amount. That is how a deposit on labour and a full charge on materials go out on one invoice.
No, and the request is rejected before the run starts rather than half applied. percentage and amount are mutually exclusive, and lineItems cannot be sent with either.
Only for partial billing. A full conversion works without it. percentage, amount and lineItems all depend on the setting, which lives in your QuickBooks sales settings.
Send statusCallbackUrl and Clickr posts the result there when the run finishes. The call itself returns a receipt straight away, which is what matches the callback to the request.
One conversion is one run, whether it bills the whole estimate or part of it. Standard covers up to 100 runs a day, Velocity up to 500.
Yes. It is an ordinary HTTPS request with a bearer token, so any of them can call it as an action step when an approval lands. Claude, ChatGPT and Cursor can call it over our MCP server.
9 questions · updated as we are asked new ones
More on our QuickBooks connector
The rest of the connector
The conversion is one of two actions on the connector. The Projects API, the change webhook and the one-time history export each have their own page.
Overview
Both actions, the Projects Dataset, the ways to reach them, and what it costs.
Action
Create, update and retrieve projects, the object Intuit's developer API does not expose.
Access
Clickr posts project changes to any URL you choose. Zapier, Make and n8n can consume it directly.
Access
Connect Claude, ChatGPT or Cursor and create projects or convert estimates in plain English.
Service
A one-time export of your full accounting history as CSV and Excel.
Bill the estimate the day it is approved
Connect the QuickBooks account you already have, generate an API key, and convert your first estimate today. The trial runs for 7 days and you can cancel at any time.
or email support@clickr.cloud with a question first