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goldengateelectr
June 6, 2024
Question

Linked transactions missing on estimate page

  • June 6, 2024
  • 1 reply
  • 0 views

Since QBO came out with the new estimate layout:

 

1. linked transactions such as invoices are missing from the estimate layout. In the old version I could see all transactions linked to the estimate on one page. Now I have to go into the customer account itself. Waste of time.

 

2. Since the new estimate layout the total sum of the estimate no longer matches up between what already has been invoiced and what needs to be invoice. Even though we billed the customer 100% it still show open items. If we close those it generates an invoice that is invalid. If we don't close those out we can not close the estimate.

 

Total waste of time trying to fix things that worked perfectly fine before.

1 reply

J
jeanbiverly_
June 7, 2024

We hear you, @goldengateelectr, and I've got you covered regarding estimates and invoices.

 

You can easily access the associated invoices directly from the estimate by opening it and clicking the Manage button. You'll see its status as Converted and the Linked Invoices button.

 

 

Once you convert the estimate to an invoice, the items will be closed, and the Remaining balance will become zero. You don't need to manually close it, and you can review this in the Product or service section.

 

 

For further assistance, I'll include a link to an article on the recent changes in invoices and estimates: See what’s new with estimates and invoices in QuickBooks Online.

 

After you receive a payment for the invoice, ensure to record it to balance your accounts.

 

If you want to personalize your sales forms, check out this article for more guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm still all ears if you have any other concerns besides estimates and invoices. Just leave a reply, and I'll be around to help you.

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