Need to save a credit estimate on a project. How do you do this?

Hi there,

Glad to hear from you again. It's vital you're able to save a credit estimate on a project and I'll be happy to show you how. 

QuickBooks makes it simple to assign transactions to a project. Once you’ve created a new project, you’ll just have to move your existing estimate one at a time. Keep in mind that moving an existing estimate to a project will remove any linked transactions (such as: payments, credits, billable time, and others) and attachments. 

Here are the steps you can follow to add an existing estimate to a project: 

1. Click the Sales tab and select the Customers sub-tab.
2. Click on the customer’s name.
3. Locate and open the invoice or the estimate (or any transaction). 
4. Click the drop-down arrow in the customer field.
5. Look for the name of the project and select it. It should be right under the customer's name. 
6. Click Save.

If there are any other transactions you'd like to attach to the project, follow the same steps above. Otherwise, check out this helpful article here: Project FAQs.

In case you need further assistance, feel free to contact our support team using this link here.