One of my progress bills/invoice is not linking up with the original estimate. What can be done?

Hello ezelko96,

The Progress Invoicing feature in QuickBooks Online is a fantastic way to create various invoices from a single estimate while cutting down on the manual input you'd have to complete. I want to make sure that each of your estimates and invoices are connected so that you're able to seamlessly create one from the other.

When using progress invoicing, it's important to be sure to use the Create invoice button linked to the estimate to create the invoice. You can either click the button directly on the estimate when the transaction is open or from the transaction list in the Sales section of your books. If you simply create an estimate and then later create an invoice independently of it, then the two won't be linked, even if they're cataloging the same information.

When you have an estimate and create invoices from it, you'll see the number of linked transactions above the customer name on the estimate. Here's a visual of what I mean.

Likewise, the invoice will also show the link.

If you're not seeing those signs, it's likely that the invoice wasn't created directly from the estimate. In that case, I recommend considering deleting the invoice and re-creating it to make sure it's properly linked. Here's an article that can help with deleting the invoices: Void or delete transactions in QuickBooks Online. If you don't want to delete the transactions this time around for whatever reason, simply remember the steps for connecting the two transactions moving forward.

For further assistance with this, feel free to contact support. There are a few ways to get in touch and an agent will be able to take a closer look with you to determine what the best steps to take are to resolve your situation. Here's how to reach out.

Schedule a Callback or Chat: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

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Wishing you the best!