How do I attach an invoice to an estimate for progress invoicing?
So I have uploaded a LOT of previous data and invoices into Quickbooks through the use of an accredited Intuit third party app. The app essentially helped me create the bulk invoices. They were attached to the correct job and projects. However, these invoices were not attached to the estimates that were already in the QB system.
I am willing to go in and manually attach these invoices to the estimates. But I cannot figure out how to do that. We have Quickbooks Desktop Premier 2019.
I require these invoices be attached to the estimates as we use progress invoicing for our new/future invoices.
Re: How do I attach an invoice to an estimate for progress invoicing?
That solution is unfortunately impractical. We have over 300 invoices that will have to be deleted and manually re-entered in this process to in affect put it against the estimates that are already in the system as well.
Allow me to join the thread and help share additional information about estimates and invoices.
As of now, this is how QuickBooks Desktop (QBDT) works. You may need to create an estimate first before matching it to a new invoice as what my colleague LilyC mentioned. You have also the option to create an invoice directly in the Estimate window by clicking on Create Invoice above Create Sales Order.
Since it's the previous invoices that you want to match with the estimates, yes, you really need to delete and recreate those invoices and link them to the estimates created.