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Hi there,
I'm here to guide you through the process of linking an existing estimate to a project in QuickBooks Online.
To get started, you'll need to manually create a new project. Here's a detailed step-by-step guide:
With the project created, you can now link the existing estimate to it. To do this:
For more information on setting up and managing projects, you can check out this article: Create and manage projects. It also covers everything you need to know about tracking projects in QuickBooks Online.
If you want to generate reports to get a comprehensive overview of your business's performance, you can find a detailed guide in this article: Run reports in QuickBooks Online. It also contains details on how to generate, customize, and export reports in QuickBooks Online.
If you have any other questions about projects in QuickBooks, please don't hesitate to reach out. I'm always here and ready to help you out.
Hi there,
I'm here to guide you through the process of linking an existing estimate to a project in QuickBooks Online.
To get started, you'll need to manually create a new project. Here's a detailed step-by-step guide:
With the project created, you can now link the existing estimate to it. To do this:
For more information on setting up and managing projects, you can check out this article: Create and manage projects. It also covers everything you need to know about tracking projects in QuickBooks Online.
If you want to generate reports to get a comprehensive overview of your business's performance, you can find a detailed guide in this article: Run reports in QuickBooks Online. It also contains details on how to generate, customize, and export reports in QuickBooks Online.
If you have any other questions about projects in QuickBooks, please don't hesitate to reach out. I'm always here and ready to help you out.
Hi,
That's great thank you... please note I didn't realise that you had to delete and re enter the customer details in the (dropdown box ) for this to show.... obviously the customer details is already highlighted in the dropdown box and clicking on it doesn't show the projects - so deleting name and re typing is the way to do it.
Well done to us !
We appreciate you updating us in the thread,
I'm glad that you're able to link your existing estimate to a project in QuickBooks Online.
Please know that we're always around to help if you have other questions about projects or other related concerns in QuickBooks Online.
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