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Level 1

Can I combine multiple estimates from same customer into an invoice in QuickBooks Online (QBO)? Can the estimate number show in the invoice? Can I create jobs under AR?

Can I create multiple jobs under same client? This can do in QB desktop.
3 Comments 3
Rea_M
Moderator

Can I combine multiple estimates from same customer into an invoice in QuickBooks Online (QBO)? Can the estimate number show in the invoice? Can I create jobs under AR?

Yes, those tasks can also be accomplished in QuickBooks Online (QBO). I'll make sure to address each of your inquiries so you can manage your sales and income transactions accordingly.

 

Let's begin with how to combine multiple estimates from the same customer into an invoice. Please note that the Estimate no. won't show on the form. But you can include them in the Message on invoice field for your reference. Here are the steps to follow given that you've already created and sent your estimates.

 

  1. From the + New button, select Invoice.
  2. Choose the name of your client in the Customer field.
  3. Locate the estimates in the Add to Invoice section, then click Add.
  4. Select which option works best for the transactions in the How much do you want to invoice? screen.
  5. Click Copy to invoice. Repeat steps 3 to 5 as necessary.
  6. Once done, click on Save and close80.png

 

On the other hand, jobs are referred to as sub-customers in QBO. You have the option to create multiple sub-customers under the same client. Their transaction, like invoices, will automatically be categorized under the AR account. 

 

For the complete guide on how to add sub-customers, please see the Add a sub-customer section in this article: Manage customers in QuickBooks Online.

 

Furthermore, once your customers pay your invoices, record those payments to balance your income accounts. For the step-by-step guide on how to do this, you can check out this article: Receive invoice payments in QuickBooks Online.

 

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

FrustratedInNH
Level 1

Can I combine multiple estimates from same customer into an invoice in QuickBooks Online (QBO)? Can the estimate number show in the invoice? Can I create jobs under AR?

This cannot be done in the new FORCED invoice design. My client's estimates are not even recognized as 'Suggestion transactions'. How is this done now that you have forced us into your new crappy invoice setup?? I can't send my client SEVEN INVOICES at the same time.

AlverMarkT
QuickBooks Team

Can I combine multiple estimates from same customer into an invoice in QuickBooks Online (QBO)? Can the estimate number show in the invoice? Can I create jobs under AR?

I hear you, and I appreciate you for joining the thread. 
 
It appears you've asked a similar question about merging your client's multiple estimates into one invoice, which my colleague Jeff_S has already answered. You can view the response through this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/new-invoicing-and-estimate-....
 
We're always here to help with any QuickBooks-related concerns you may have. Take care.

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