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Jonnybegood
November 3, 2024
Question

How do I convert an estimate I have saved under a costumers name to a project under their name

  • November 3, 2024
  • 1 reply
  • 0 views
I have a gereral contracting customer that I do a lot of repeat business with.  I started using projects to seperate the different job address rather that as subcustomers.  Frequenly I give estimates out on jobs they bid but don't always get.  I save them as estimates with just adress or subdivision and lot number.  When the get the job how to I convert that estimate to a project without having to redo the estimate?

1 reply

A
AdonL
November 3, 2024

You've come to the right place, Jonny. I can help you turn an estimate saved under a customer's name into a project without recreating it.

 

We can add your existing estimate to a project by changing the customer's name to the project name. You just have to ensure the project was created under the same customer to do so.

 

He'res how:

 

  1. Go to the Sales menu and then select Customers.
  2. Find the customer, then click the name.
  3. Locate and open the estimate.
  4. On the Customer field, select the project name.
  5. Once done, click on Save and close.

 

 

In addition, you can find the estimate linked to the project by going to the Transaction List tab on the Customers page.

 

 

You can also convert that estimate directly into an invoice. Doing so ensures the transactions are linked and helps ensure your books are accurate.

 

The Community space is always here to help you with any questions or concerns you may have about managing your projects and estimates in QuickBooks. Mention my name in the comments if you need further assistance. Stay safe.

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