Estimates to invoices

SMI · ‎March 17, 2022

Good afternoon,

We invoice from our estimates and I have a couple of questions regarding that process.

1. We mark the estimates inactive during the invoicing process - what happens if I do not mark them inactive? Does the process of invoicing make them inactive?

2. Is there a way to get the estimate number to transfer into the memo box of an invoice?

I know how to check the transaction history - but if we could get it to transfer into the memo box that would be huge.

I appreciated any help anyone is able to give me.

MorganB · ‎March 17, 2022

Hi there, SMI.

Thanks for reaching out for support here in the Community. I'd be glad to answer your questions about creating invoices from estimates in QuickBooks Desktop.

For the first question, the inactive status is in place to serve as a reminder that particular estimate is no longer needed. Estimates are non-posting and won't affect your accounts, even after invoices are created from them.

Secondly, there isn't a way to automatically transfer the estimate number to the memo box of a newly created invoice. This would need to be done manually instead. As you mentioned, you can check into the transaction history to view the estimate number, however I do see how it would beneficial to be able to do this automatically. I recommend submitting feedback to the Product Development Team for review. Here's how:

1. Click the Help tab from the top menu.

2. Select Send Feedback Online.

3. Choose Product Suggestion.

You can check out the Firm of the Future site for upcoming product updates and feature releases.

Please don't hesitate to reach back out if you have any other questions. I'm only a comment or post away.

View solution in original post

MorganB · ‎March 17, 2022

Hi there, SMI.

Thanks for reaching out for support here in the Community. I'd be glad to answer your questions about creating invoices from estimates in QuickBooks Desktop.

For the first question, the inactive status is in place to serve as a reminder that particular estimate is no longer needed. Estimates are non-posting and won't affect your accounts, even after invoices are created from them.

Secondly, there isn't a way to automatically transfer the estimate number to the memo box of a newly created invoice. This would need to be done manually instead. As you mentioned, you can check into the transaction history to view the estimate number, however I do see how it would beneficial to be able to do this automatically. I recommend submitting feedback to the Product Development Team for review. Here's how:

1. Click the Help tab from the top menu.

2. Select Send Feedback Online.

3. Choose Product Suggestion.

You can check out the Firm of the Future site for upcoming product updates and feature releases.

Please don't hesitate to reach back out if you have any other questions. I'm only a comment or post away.

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