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December 6, 2020
Question

How can I combine multiple estimates from same client into one invoice?

  • December 6, 2020
  • 2 replies
  • 11 views
I have 3 estimates for one client that i want to combine into 1 invoice to pay.

2 replies

QuickBooks Team
December 6, 2020

I'm here to ensure you're able to add the estimates into one invoice, Bryan36.

 

To start, you'll have to create multiple estimates for your single client. Here's how:

 

  1. Go to the + New menu.
  2. Select Estimate.
  3. Select the name of your client.
  4. Enter the necessary details.
  5. Click on Save and New to create the other estimate.

 

Once done, we can combine the estimates into one invoice. I'll guide you how.

  1. From the + New menu, select Invoice.
  2. Select the name of your client.
  3. Locate the estimates in the pop-window, then click Add.
  4. On the How much do you want to invoice? screen, select which option works best for the transactions.
  5. Click Copy to invoice.
  6. Once done, click on Save and close.

 

Additionally, you can record invoice payments in QuickBooks Online once your client pays you. This is to ensure your data is accurate.

 

We'll definitely help you in case you have other QuickBooks concerns. You can click the Reply button to let us know. Our assistance will be sent right away.

January 20, 2021

Is this only applicable to  QB Online? I have desktop. Can I do this in desktop? It looks like it is only allowing me to choose one estimate to invoice from, but I may be doing it wrong. 

 

Level 9
January 21, 2021

Hello @Nicole J,

 

As of the moment, there isn't an integrated way to select multiple estimates when creating an invoice. You'll be asked to create a separate invoice for every open estimate of your customers.

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Learn the different ways you can track customer transactions in QuickBooks Desktop.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

May 19, 2021

I was also wondering the same thing for Quick Books Desktop.  Maybe this would be a good thing to change inf the future, if you would like to improve your product.

QuickBooks Team
May 19, 2021

We appreciate your suggestion in combining multiple estimates in QuickBooks Desktop, kmccormick1.

 

You can send a feature request directly to our product engineers to improve your experience using QuickBooks Desktop. 

 

Here's how:

 

  1. Go to Help at the top menu bar.
  2. Choose  Send Feedback Online.
  3. Click on Product Suggestion.
  4. Click on the drop-down for Type of Feedback and select Product Suggestion.
  5. Select the Product Area.
  6. Then enter your thoughts and suggestions.
  7. Once done, select Send Feedback.

 

Additionally, you can also use progress invoicing in QuickBooks Desktop. This lets you split an estimate into as many invoices.

 

Always remember that your voice matters. Please reach out to us if you have other product suggestions. Have a good one!