I know how to link a new line on an invoice to an estimate in QuickBooks Online (QBO), cowboyindustries.
We'll need to edit the estimate first and manually enter the line item. Once done, we can link the estimate to existing invoices if you're using the new layout in QBO. I'll show you how:
- Open the Invoice and click Manage.
- Click the dropdown under Suggestions.
- Select Suggested transactions.
- Click on Add to link the estimates.
- Once done, click Save.
However, if you're using the old layout, you have the option to switch to the new experience. If you need to convert an estimate into an invoice, you can check out this article: Convert an estimate into an invoice in QuickBooks Online.
Moreover, to personalize your invoices and other sales forms, follow the instructions in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have more questions about managing invoices or any QuickBooks-related concerns, comment below. We'll be here to help you out.