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charley-b
March 28, 2022
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What is the best way to modify an existing estimate/invoice combination?

  • March 28, 2022
  • 1 reply
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A customer called in and accepted an estimate and signed with us. I created the invoices to get the ball rolling. A 50% deposit is required. The customer called in and wants to remove a labor (Service) item from the estimate. What is the best method in QBO to remove the unwanted item from the estimate, update the existing invoice, and resubmit the estimate for signature and the invoice for deposit payment?
Best answer by LeizylM

Hi there, charley-b.

 

I'm here to make sure you'll be able to remove the unwanted item from the estimate in QuickBooks Online. 

 

You'll need to edit the item from the estimate and resubmit it for signature. Changing the item on the created estimate will alter the information on the Description and Rates fields. 

 

If you wish to change the product code and income account of the items, you have to edit the item. 

 

 Here's how: 

 

1. Click the Gear icon and choose Products and Services. 

2. Look for the item and click the Edit link.

3. Update the necessary information.

4. Click Save and close. 

 

You can also check out this link to help customize your invoice and estimate forms that are sent to clients.  

 

Should you need any further information or assistance, please don't hesitate to let us know. I'm always here to lend a helping hand. Bye for now! 

1 reply

L
LeizylMAnswer
March 28, 2022

Hi there, charley-b.

 

I'm here to make sure you'll be able to remove the unwanted item from the estimate in QuickBooks Online. 

 

You'll need to edit the item from the estimate and resubmit it for signature. Changing the item on the created estimate will alter the information on the Description and Rates fields. 

 

If you wish to change the product code and income account of the items, you have to edit the item. 

 

 Here's how: 

 

1. Click the Gear icon and choose Products and Services. 

2. Look for the item and click the Edit link.

3. Update the necessary information.

4. Click Save and close. 

 

You can also check out this link to help customize your invoice and estimate forms that are sent to clients.  

 

Should you need any further information or assistance, please don't hesitate to let us know. I'm always here to lend a helping hand. Bye for now! 

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