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Sara Taylor
November 19, 2019
Question

Linking Bills to Estimates/Invoices

  • November 19, 2019
  • 1 reply
  • 0 views

I need some help with linking bills to estimates/invoices, I know you can alter some settings within quickbooks to be able to link bills to invoices but you need to be given full access. Is there an app or another way to be able to do this without giving members of staff full access to everything within quickbooks? We want to be able to track profit accurately by linking material costs etc to jobs. 

1 reply

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EmmaM
November 19, 2019

Hello Sara Taylor

 

There is not another way in the product to link a bill to an to an estimate/invoice without having the full access to be able to convert the estimate to invoice and from estimate to purchase order/bill.

 

We are not aware of an app which would integrate with QuickBooks that would do that you can look at the apps section just make sure the flag is set to the UK.There may be an app outside of our apps section you could use that other Community users can recommend.

 

Emma

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