---
title: "Send an estimate to QuickBooks"
description: "Create a draft invoice in QuickBooks Online from a finished estimate — client, line items, and totals organized by room. Always a draft, never sent for you."
group: "estimates"
lane: "how-to"
status: "published"
publishedAt: 2026-07-31
sidebarOrder: 166
tags: ["quickbooks", "invoicing", "export", "how-to"]
relatedSlugs:
  - "account/connect-quickbooks"
  - "estimates/export-pdf"
  - "billing/plan-comparison"
sidebarLabel: "Send to QuickBooks"
---

Once your company is [connected to QuickBooks](/docs/account/connect-quickbooks), a finished estimate becomes an invoice in a couple of clicks.

## How to send

1. Open the estimate and click **Export**.
2. Choose **Send to QuickBooks**.
3. Wave creates a **draft invoice** in your QuickBooks company: the client, the line items, and the totals, organized by room.
4. Open it in QuickBooks to review, adjust, and send it yourself.

## What Wave does carefully

- **It's always a draft.** Wave never emails the invoice to your client — you review and send from QuickBooks.
- **No duplicate customers.** Wave matches the client against your existing QuickBooks customers first. If more than one could match, it asks you to pick instead of guessing.
- **Room context rides along.** On multi-room estimates each line says which room it belongs to, so the invoice reads like the estimate.
- **No double-sends.** An estimate that's already been sent is flagged before it goes again.

## Invoice options

An admin controls how invoices are built in **Settings → Integrations**: which QuickBooks Product/Service the lines reference (default: "Wave Services") and whether the invoice carries every line or one summary line per room. See [Connect QuickBooks](/docs/account/connect-quickbooks).

## Availability

The QuickBooks integration is available on **Basic and above**. See [Plans and limits](/docs/billing/plan-comparison).

## Related

- [Connect QuickBooks](/docs/account/connect-quickbooks): the one-time setup
- [Export reports](/docs/estimates/export-pdf): the other ways an estimate leaves Wave