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Liftco
Level 3

Merging multiple estimates into one

I have 2 estimates that a customer combined on 1 PO.  1) Can I add multiple estimates to one Sales Order or 2) can I merge the 2 estimates into 1 estimate and then create a sales order?

Solved
Best answer July 18, 2024

Best Answers
AileneA
Moderator

Merging multiple estimates into one

Hello, Liftco. I'll help you accomplish your task in QuickBooks Desktop (QBDT). 

 

For now, QuickBooks Desktop does not have a built-in feature to merge multiple estimates into one sales order. But you can integrate the two estimates into one estimate and create a sales order. I can guide you through a workaround to achieve this.

 

Here's how you can merge multiple estimates into one estimate and then create a sales order in QuickBooks Desktop:

 

  1. Go to the Estimates section, and open the first estimate you want to merge.
  2. Open the second estimate that you want to merge into the first one. Get all the information needed.
  3. Paste the copied line items from the second estimate into the first estimate.
  4. Review the merged estimate to ensure all the line items are included correctly.
  5. Click Save and Close.

  

 

 


 

 

Now that you have the merged estimate, you can convert it into a sales order by following these steps:

 

  1. Open the merged estimate.
  2. Click on the Create Sales Order button at the top of the estimate.
  3. In the Sales Order window, review the information and make any necessary adjustments.
  4. Click on the Save & Close button to save the sales order.

 

 

 

 

 

 

Moreover, you need to delete the second estimate to prevent duplicate records. Open the transaction and click Delete

 

 


 

 

 

 

Furthermore, I suggest sending feedback to our developer team. They can review your suggestions to improve our products and enhance your overall QuickBooks experience. Here's how:

 

  1. Click the Help menu and select Send Feedback Online.
  2. Choose Product Suggestion, then enter the details of your concern.
  3. Select Send Feedback and click Close Window.

 

I also encourage you to visit this resource that will guide you in managing items in QBDT: Add, edit, and delete items in QuickBooks Desktop.

 

I'll be here if you have other questions or concerns about merging transactions. Have a great day.

View solution in original post

1 Comment 1
AileneA
Moderator

Merging multiple estimates into one

Hello, Liftco. I'll help you accomplish your task in QuickBooks Desktop (QBDT). 

 

For now, QuickBooks Desktop does not have a built-in feature to merge multiple estimates into one sales order. But you can integrate the two estimates into one estimate and create a sales order. I can guide you through a workaround to achieve this.

 

Here's how you can merge multiple estimates into one estimate and then create a sales order in QuickBooks Desktop:

 

  1. Go to the Estimates section, and open the first estimate you want to merge.
  2. Open the second estimate that you want to merge into the first one. Get all the information needed.
  3. Paste the copied line items from the second estimate into the first estimate.
  4. Review the merged estimate to ensure all the line items are included correctly.
  5. Click Save and Close.

  

 

 


 

 

Now that you have the merged estimate, you can convert it into a sales order by following these steps:

 

  1. Open the merged estimate.
  2. Click on the Create Sales Order button at the top of the estimate.
  3. In the Sales Order window, review the information and make any necessary adjustments.
  4. Click on the Save & Close button to save the sales order.

 

 

 

 

 

 

Moreover, you need to delete the second estimate to prevent duplicate records. Open the transaction and click Delete

 

 


 

 

 

 

Furthermore, I suggest sending feedback to our developer team. They can review your suggestions to improve our products and enhance your overall QuickBooks experience. Here's how:

 

  1. Click the Help menu and select Send Feedback Online.
  2. Choose Product Suggestion, then enter the details of your concern.
  3. Select Send Feedback and click Close Window.

 

I also encourage you to visit this resource that will guide you in managing items in QBDT: Add, edit, and delete items in QuickBooks Desktop.

 

I'll be here if you have other questions or concerns about merging transactions. Have a great day.

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