Currently, we can only attach estimates that were created after the project was set up, collinsconcrete-bobcat. Let me expound it for you.
We'll have to delete and recreate the existing estimates for us to link them to the newly created project. That concept also applies to other transactions such as invoices, sales receipts, etc.
Before we delete an existing estimate, make sure we take note of the important details such as the dates, affected items, quantities, and amounts.
- Select Customers on the left menu and choose the affected customer profile.
- Under the customer's Transaction List, click the affected estimate.
- Click More actions and select Delete.
- Choose Delete one more time to confirm the action.
If you accidentally deleted an estimate without taking notes of the details, we can go to the Audit log and review the information.
- Click the gear icon in the upper-right corner and select Audit log.
- Look for the deleted estimate. You can use the filters if necessary.
- Select View and you'll see all the information of the deleted estimate.
After that, we can now recreate the estimate using the new project profile. Next to it would updating the status and converting the estimate to invoice. You can browse this article for the details: Create and send estimates in QuickBooks Online.
Once we've settled the project's estimates and invoices, we can already receive their payments: Record invoice payments in QuickBooks Online.
Feel free to tap us if you have additional queries in managing your estimates and other transactions . Have a great day!
