How to get an estimate no, from a converted estimate to the invoice.

Glad to hear from you today, Wright. Getting the converted estimate no is quick and easy, let me show you how.

You can get the converted estimated no to the invoice by opening the linked transaction. Here's how:

1. Open the invoice transaction and click the 1 linked Estimate.
   
2. Click the Estimate.
   
3. You'll see the Estimate no. from there.
   
    

For more details about how an estimate works in QuickBooks, check out this article: Create and send estimates in QuickBooks Online. You'll find steps about updating an estimate status as well as pulling up relevant reports.

Feel free to drop a comment if there's anything else you need. Have a good one.

Hello Admin,

Could QB add the actual estimate number to the '1 linked estimate' so when you click '1 linked estimate' to show Type/Date/Amount the Type column says 'Estimate (number)'.

This would be a handy feature to save keep opening forms to find the estimate number.

Regards

Hi

I added a custom box, and copy the quote/estimate number to it. It then is on the invoices made from the quote.

Thanks for joining the thread, @paul82.

I'm glad to hear your ideas about managing invoices connected to estimates. I'd be happy to pass these suggestions along to our developers to enhance your QuickBooks experience.

Alternatively, you can also send your feedback directly to our developers. They will review your suggestions for improving the program and may incorporate them into future updates. Here's how to submit your request:

1. Go to Settings ⚙ and select Feedback.
2. Enter your comments or product suggestions. Then, click Next to submit feedback.

In the meantime, you can personalize your invoices by adding custom fields for estimate numbers. Just copy the transaction numbers from your estimates and paste them into the custom fields on your invoices.

Moreover, you can customize the appearance of your invoices and estimates to help enhance your business's communications.

If you have any further questions about managing estimates and invoices in QuickBooks, please feel free to ask. I'm here to assist you. Have a great day!

Great, yes that makes sense, thank you.

Hi,

Can I add more custom fields, I'm using 3 already and it will not allow any more, seems very low?