Condensed Invoice from Estimate

tpmcma · ‎February 23, 2023

I have Item0 with Item1 and Item2 as Sub-Items. On the Estimate, I have a line for Item1 and a seperate line for Item2. Is there a way to generate the invoice, from the estimate, where the invoice shows Item0 on 1 line totaling Item1 and Item2 amounts?

ZackE · ‎February 23, 2023

Thanks for getting back with the Community, tpmcma.

I'd recommend using a group item for what you're trying to achieve. These are container items that include additional items. You can include up to 20 items with one group item. When you pick the item, all of its linked items are added to your invoice and present a subtotal.

Here's how to create a group item:

In the top menu bar, go to Lists, then Item List.
Choose Item, then New.
Pick Group as its Type.
Enter all necessary details.
Select Save.

After creating it, you can add it to estimates, then create invoices from those estimates.

I've also included a detailed resource about working with group items which may come in handy moving forward: Add, edit, & delete items

I'll be here to help if there's any additional questions. Have an awesome Thursday!

View solution in original post

Bryan_M · ‎February 23, 2023

Hey there, @tpmcma.

You'd gladly hear that it's possible to create an invoice from your estimate template. Let me help you with how to do it.

You'll need to create an invoice and name it Estimate. Next, open your invoice and change the template to Estimate, and then mark it Pending.

Know if you need to turn it back to an invoice, mark it Final, and change the template back to the Invoice template.

If you want to learn how to make an invoice for an estimate. You can read through this article: Create an invoice for an estimate.

For more queries about managing your estimate and invoice template, don't hesitate to reply to this post. Keep safe and enjoy your day!

tpmcma · ‎February 23, 2023

will this combine the Item0:Item1 line and Item0:Item2 line in the estimate - to combine& total them on the invoice on the Item0 line?

tpmcma · ‎February 23, 2023

will this combine estimate lines Item0:Item1 and Item0:Item2 on the invoice that shows Item0 description and total amount? that is what I'm trying to achieve.

ZackE · ‎February 23, 2023

Thanks for getting back with the Community, tpmcma.

I'd recommend using a group item for what you're trying to achieve. These are container items that include additional items. You can include up to 20 items with one group item. When you pick the item, all of its linked items are added to your invoice and present a subtotal.

Here's how to create a group item:

In the top menu bar, go to Lists, then Item List.
Choose Item, then New.
Pick Group as its Type.
Enter all necessary details.
Select Save.

After creating it, you can add it to estimates, then create invoices from those estimates.

I've also included a detailed resource about working with group items which may come in handy moving forward: Add, edit, & delete items

I'll be here to help if there's any additional questions. Have an awesome Thursday!

tpmcma · ‎February 23, 2023

can I add existing revenue items to a Group?

DivinaMercy_N · ‎February 23, 2023

Hi there, @tpmcma. I'm here to help you add revenue items to a group in QuickBooks Desktop (QBDT).

Yes, you can add existing items in a group. To do so, simply select the revenue items you want to include in the Item dropdown list. Let me guide you on how:

In your QBDT account, select the Lists menu and click Item lists.
Then, click the Item dropdown and choose New.
Select Group in the Type field and enter the name.
In the Item column, select the existing revenue item you want to add.
Click OK once done.

For reference about the process, please check this article: Add, edit, and delete items.

I also added this helpful resource that you can use as a guide in case you want to tracking job costing in QuickBooks: Set up items for tracking costs and revenue in QuickBooks Desktop.

If there's anything else that you need help with, you can always get back to the Community so we can assist you further. Take care.

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Condensed Invoice from Estimate