SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends June 27

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
Lola03
Level 1

Unbilled estimate

I have an estimate where our PM changed the customer name on accident, when we changed it back to the correct customer it showed as if the estimate had not been billed at all when in fact everything had been billed and paid for except retention. How can we correct this problem without deleting any invoices and messing up the already received payments? 

2 Comments 2
BigRedConsulting
Community Champion

Unbilled estimate

When you change the name on an estimate it breaks the links between the estimate and the invoice(s) created from it, and so it will show unbilled.

Lola03
Level 1

Unbilled estimate

Yes, I know this. I am looking for a solution to correct that.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us