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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.
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.
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.
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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