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Level 2

Can I link an existing quote to a project?

 
3 Comments
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QuickBooks Team

Can I link an existing quote to a project?

Hi SVD2,

 

Yes you can!

 

Firstly you need to make sure you already have an existing project.

 

Secondly, create the quote and assign it to a customer and Save.

 

You may then find the quote in your Sales tab > Customers > Quotes > Open the quote

 

From here you can then assign the customer name to your Project name then select Save.

 

Let us know if you get stuck or still need help.

 

Kristian. 

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Level 2

Can I link an existing quote to a project?

Thanks so much Kristian, that worked perfectly :-)

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QuickBooks Team

Can I link an existing quote to a project?

No worries! Glad to be of some help (: