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1 reply

AlcaeusF
June 8, 2023

Hello Jasmin,

 

Thank you for joining us here in the Community space. I'm here to lend a hand and clarify things about linking an estimate to an invoice in QuickBooks Online.

 

Linking an existing invoice to a previous estimate isn't possible. The only option is to delete and recreate the transaction by clicking the Create invoice option (see screenshot below).

 

 

Additionally, you can review open estimates to get more details by running a report. Here's the link to learn more about the detailed steps in QuickBooks: Create and send estimates in QuickBooks Online.

 

Drop us a comment below if you have any other questions about invoices or estimates. We'll be happy to help you some more. Keep safe!