Yes, TLCW! You can link an Estimate to a new Project in QuickBooks Online. After creating a Project, you can easily associate the approved Estimate with it.
Here's how to link the Estimate to the Project:
- Navigate to the Sales menu, then select Estimates.
- Find the approved estimate you want to add to the project and open it.
- In the estimate screen, locate the Customer/Project field.
- Click the dropdown menu and select the newly created project (it should appear under the customer's name).
- Hit Save.
To confirm the Estimate is successfully linked, go to the Projects section, open the project, and check the Transactions tab. The linked estimate should appear there.
For your future reference, you might also find this article helpful in organizing and tracking projects in QuickBooks: Create and manage projects in QuickBooks Online.
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