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C
CCIOffice
September 21, 2022
Question

How to link existing invoices to an estimate

  • September 21, 2022
  • 1 reply
  • 0 views

My company is switching over to QBO estimates to use the tracking for billables.  Is there a way to link an old invoice into the estimate so it can track what was billed vs what there is left in the estimate?  The invoice has already went out and was viewed so I would hate to delete and redo the invoice.  Going forward with new projects I know to enter the invoice first, but are the older ones just stuck how they are?

1 reply

Candice C
Candice C
September 21, 2022

Greetings, @CCIOffice. 

 

Welcome to the Community. I'd be more than happy to provide you with some more information about linking existing invoices to an estimate. 

 

I can see how beneficial this could be for your business. However, at this time, you'll either need to do convert the estimate to an invoice going forward or delete and recreate the invoices. 

 

I recommend submitting feedback to our Product Developers so they can consider this in the near future. Check out our Blog site to keep up with what's new in the system. 

 

I hope this helps answer your question. Don't hesitate to come back if you have any other concerns. Best wishes! 

    R
    RichelleJ
    November 10, 2023

    Hi Candice, I also have a similar issue in QBO. Invoices were created independently of the estimates and now there are old estimates hanging around in the system. I don't want to delete/recreate because we use the estimates to see track what has been billed and what remains outstanding. Has QuickBooks devised a way to link estimates to existing invoices?

    L
    LeizylM
    November 10, 2023

    Hello there, Richelle. I can share what I know about the features and options you can use in QuickBooks Online (QBO). 

     

    You have the ability to link estimates to existing invoices if you're using the new layout in QBO. I'll show you how:

     

    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. 
       

    However, if you're using the old layout, you have the option to switch to the new experience. 

     

    I can see how the functionality would be beneficial to your business on the old invoice layout. I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

     

    Here's how:

     

    1. Go to the Gear menu and then select Feedback.
    2. Type in your feature request in the description box.
    3. Once done, click on Next.

     

    You can also track feature requests through the Customer Feedback for QuickBooks Online website.

     

    If you need to make modifications or want to personalize your invoices and other sales forms, follow the instructions in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    We appreciate your patience and understanding as we work to resolve any issue you may have. Please let us know if you have additional questions on how to link estimates to existing invoices. I'll be there to save your day. 

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