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kowala
Level 1

Estimates and invoicing

Can I edit an Estimate after I've sent invoices on it? I specifically want to change the Product Service.

3 Comments 3
GlinetteC
Moderator

Estimates and invoicing

Yes, you can modify the Estimate in QuickBooks Online, kowala.

 

Note that updating your estimate will not automatically update the invoice sent to a customer. What you can do is after editing it, you also have to do so with the invoice. 

 

Here's how:

 

  1. Go to Sales and select Customers.
  2. Click on the name of the customer.
  3. Locate and click the Estimate you want to modify.
  4. Make the necessary changes.
  5. Click Save.

 

Then, do the same process with the invoice. Once done, resend the updated one and inform your customer to disregard the previous estimate and invoice info. 

 

For more tips about managing sales receipts in QuickBooks, you can open these articles:

 

 

Don't hesitate to reply if you have further questions about recording transactions. We're always here to help you.

kowala
Level 1

Estimates and invoicing

Thank you. You've confirmed what I suspected. This does answer my question.

JaeAnnC
QuickBooks Team

Estimates and invoicing

Thanks for getting back to us, @kowala.
 

We're glad to know that the resolution provided by my colleague, @GlinetteC, was able to answer your question. If you have further queries about estimates, please don't hesitate to post them here in the Community. We're here to ensure all your concerns are well-taken care of. Stay safe, and have a great day!

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