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Level 1

How can I add an existing estimate to a new project, without having to create a new estimate?

I created an estimate and sent it to the customer, which the customer aproved. Now when I create a new project and I want to move the existing estimate to the project instead of creating a new estimate with the same information again.
1 Comment
QuickBooks Team

How can I add an existing estimate to a new project, without having to create a new estimate?

Hi sullivangc, 

 

It's quick and easy to transfer the estimate to the newly created project. All we have to do is change the customer. Let me show you how:

  1. Find and open the estimate you created.
  2. Click Customer drop-down and select the project.
  3. Select Save and close.

That's it! You can also check these links for more details:

Let me know if you need anything else by leaving a comment below. I'll be here!

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