QB item receipts transferred to invoice

forestry21 · ‎March 08, 2022

I am looking for a feature that will allow me to take an item receipt and transfer it to an invoice. Simple enough but I cannot find any topics about this here or from a google search.

Candice C · ‎March 08, 2022

Greetings, @forestry21.

Hey newcomer! I can provide you with some insight on if you can take an item receipt and transfer it to a invoice in your QuickBooks Desktop account.

At this time, the feature you're referring to is not available in your account. However, you convert an estimate to an invoice.

In the meantime, I'll take your feedback to our Product Developers so they can consider this in the near future. Check out our Blog site to keep up with what's new in the system.

Let me know if you have any other questions or concerns about your account. I'm only a post away if you need me. Best wishes!

View solution in original post

Candice C · ‎March 08, 2022

Greetings, @forestry21.

Hey newcomer! I can provide you with some insight on if you can take an item receipt and transfer it to a invoice in your QuickBooks Desktop account.

At this time, the feature you're referring to is not available in your account. However, you convert an estimate to an invoice.

In the meantime, I'll take your feedback to our Product Developers so they can consider this in the near future. Check out our Blog site to keep up with what's new in the system.

Let me know if you have any other questions or concerns about your account. I'm only a post away if you need me. Best wishes!

forestry21 · ‎March 08, 2022

This has ruined my day

I have found that this can be done with bills, but I need it for invoice before transferring to bills. It would save me so much time.

There is no way my boss is going to pay for a new version of QB if this feature is implemented, so I guess I will be forced to endure this torture for the rest of my time working for this company.

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QB item receipts transferred to invoice