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October 2, 2024
Question

How to link a new line on an invoice to an estimate?

  • October 2, 2024
  • 1 reply
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How to link a line item on an invoice to an estimate?

1 reply

October 2, 2024

We can help you link a new line on an invoice to an estimate in QuickBooks Online (QBO), cowboyindustries.

 

We'll need to edit the estimate first and manually enter the line item. Then, we can link the estimate to existing invoices by following the steps below in the new layout:

 

  1. Open the Invoice and click Manage.
  2. Click the dropdown under Suggestions.
  3. Select Suggested transactions. 
  4. Click on Add to link the estimates.
  5. Once done, click Save

 

 

If you're using the old layout, you have the option to switch to the new experience. In case you need to convert an estimate into an invoice, check out this article for the steps and details: Convert an estimate into an invoice in QuickBooks Online.

 

Moreover, you can refer to this article to personalize your invoices and other sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have more questions about managing invoices or any QuickBooks-related concerns, comment below. We'll be here to help you out. You have a good one.