How can I create one invoice from multiple estimates?

Hello there, MachineWorks504.

Let me share details about creating an invoice from multiple estimates in QuickBooks Desktop. This way, you'll be able to determine how to manage your transactions and keep your account updated.

Creating an invoice from multiple estimates is currently unavailable in QuickBooks Desktop. However, you're on the right track in turning the estimate (100) into an invoice and manually copying all the information from the other one (101) in the second line. Then, add your notes to track them properly.

Estimates are non-posting sales transactions. This means they don't affect your accounts in any way unless converted into an invoice. 

Additionally, you'll have to create an invoice to help track your accounts receivable. If you wish to learn more about how to create them in different ways, kindly refer to this article: Create an invoice in QuickBooks Desktop.

Please let me know if you have other concerns. I'm just around to help.

If I understand correctly, using the Estimate to create an invoice allows for progress billing and helps to keep track of what portion of the estimate has/has not been billed.  How would this tracking take place if I cut and paste from the second estimate?   Is there a way to create one invoice using only certain line items from two different estimates for the same customer and job?

Hello @RoseR! Thanks for coming to the Community for clarification. I can definitely explain your options for progress invoicing and estimates. 

Here's a great article that goes over the whole set up: Set up and send progress invoices in QuickBooks Desktop.

When you are creating your invoice from an estimate, you have three options. 

The third one is the option you'll select: "Create invoice for selected items". That will give you the opportunity to choose what to include in that invoice.

If you have any more questions, please reply to this post. All of us here in the Community are always ready to help!

I appreciate the prompt reply!  My issue is that I need to include, in a single invoice, selected items from MORE THAN ONE estimate.  Many times, projects will have multiple estimates due to different scopes of work and/or subcontractors performing the work.  But the client does not want to receive, nor do I want to record, two or more invoices in a given month. In one invoice, I want to be able to include specific lines from each of the two or three estimates involved.  And, of course, I need for the applicable entries in the estimates to show the amount billed in the progress invoice, just as it would if only a single estimate were involved.  I hope you have suggestion(s) for me!

Hi there, @ RoseR.

As of the moment, there isn't an integrated way to select multiple estimates when creating an invoice. You'll be asked to create a separate invoice for every open estimate of your customers.

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Learn the different ways you can track customer transactions in QuickBooks Desktop.

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

I am having the same issue as RoseR and MachineWorks504. Including multiple estimates on a single invoice needs to be an included feature in Quickbooks Desktop please!

is this available in the online version

Good evening, @sf32158. 

Thanks for joining in on this thread. Also, it's great to see a new face here in the Community. 

I can help you add multiple estimates into one invoice in your QuickBooks Online account. To start, you'll have to create multiple estimates for your single client. Here's how:

1. Go to the + New menu.
2. Press Estimate.
3. Pick the name of your client.
4. Enter the necessary details.
5. Click on Save and New to create the other estimate.

Once done, we can combine the estimates into one invoice.

1. From the + New menu, select Invoice.
2. Choose the name of your client.
3. Locate the estimates in the pop-window, then click Add.
4. On the How much do you want to invoice? screen, choose which option works best for the transactions.
5. Hit Copy to invoice.
6. Once done, tap on Save and close.

Afterward, you can check out this guide about recording invoice payments.

I hope this helps. Feel free to reach back out if you have any other questions. Have a wonderful day and weekend ahead!

Really bad that this feature is not in Enterprise. I have several clients for whom I have multiple open estimates and need to create a single invoice for all or parts of those open estimates.