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my4countyconstru
Level 1

Can y up to 4 or 5?ou merge estimates together?

 
3 Comments 3
IamjuViel
QuickBooks Team

Can y up to 4 or 5?ou merge estimates together?

Hello, @my4countyconstru.

 

Currently, the ability to merge estimates before invoicing is not available. However, you can merge two or more estimates when creating an invoice. I can guide you on how to do it.

  1. Go to the Gear icon ⚙.
  2. Choose Invoice.
  3. From Customer drop-down. select the name of the customer.
  4. Select the estimates you want to include in the invoice.
  5. Review the invoice details.
  6. Click the Save and Close button.

You can read through this article for more detailed steps: Set up and send progress invoices in QuickBooks Online

 

On the other hand, merging estimates for different customers is not also available. You can only merge accounts, customers, or vendors

 

Leave a post below if you have other questions about tracking your customer-related transactions. I'm always here to help.

Nicole J
Level 2

Can y up to 4 or 5?ou merge estimates together?

Does this only work in quickbooks online? Will it work for desktop?

K_Siman
Intuit

Can y up to 4 or 5?ou merge estimates together?

Hello @Nicole J! Thanks for reaching out to us in the Community. Hope your week is going well. :)

 

You can definitely create an invoice from multiple estimates in QuickBooks Desktop. A dialogue box will pop up when you're creating the invoice and you can mark off the estimates you want to be included. Here's an article to help you with that process: Set up and send progress invoices in QuickBooks Desktop.

 

If you have any questions, please don't hesitate to reply to this post. All of us here are always willing to help!

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