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