Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
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.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here