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C
Corinne Be
April 27, 2020
Question

Connect an Estimate to an existing Invoice

  • April 27, 2020
  • 1 reply
  • 0 views

Can I attach a new estimate to old an old invoice(s)? I know you can do it the other way around.

I have Quickbooks Online Canada. 

We just got QBO and I want to put some of our invoices into estimates so we can progress invoice. 

I'm hoping I can attach them somehow and not have to delete and redo all the invoices. 

1 reply

AddieC
AddieC
April 27, 2020

Hi there, 

 

Working with QuickBooks Online is an awesome choice for your small business bookkeeping. I know how important it is to keep track of both invoices and estimates. I'd be happy to explain how this process works in QBO. 

 

QuickBooks Online allows you to convert an estimate into an invoice in one simple click. Once converted, the estimate will change its status to "Closed", and when you open it you'll see a linked transaction (the invoice). You're not able to convert the invoice into an estimate, or convert an estimate into an existing invoice. 

 

Here's more information about converting an estimate to an invoice in QBO: Convert an estimate into an invoice in QuickBooks Online.

 

If you have any other questions, please reach out to our tech support team. I'm confident an agent will get you back on track in no time. 


Cheers. 

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