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July 29, 2023

Hi there, accounts-vmc-dub. 

 

I can see that there are separate threads that have similar questions about linking job orders to estimates in QuickBooks Online (QBO). Please see this link for more details: https://quickbooks.intuit.com/learn-support/global/manage-customers-and-income/re-how-to-add-job-orders-in-quickbooks-along-with-estimation-and/01/1294683#M7789.

 

Additionally, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the info that matters most to your business: Customise Invoices, Estimates, and Sales Receipts.

 

You can count on me if you have more questions about managing your estimates in QuickBooks. I'd be glad to help you. Have a great day!