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I created an invoice from an estimate. I added a 2nd line item on the invoice. Only the 1st line item in the invoice is linked to the estimate. How can I link the 2nd? tx

 
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Best answer January 26, 2020

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QuickBooks Team

I created an invoice from an estimate. I added a 2nd line item on the invoice. Only the 1st line item in the invoice is linked to the estimate. How can I link the 2nd? tx

Hello there. lfeinbergdesign.

 

If you've added the second line item after the invoice is created, this will not be linked to the estimate. However, you can do the following:

  • You can delete the invoice and include the second line item on the estimate. Then, re-create the invoice.
  • Edit the estimate and include the second line item, and then make sure to close the status of that item. 

If you decide to delete the invoice, here's how:

 

  1. Go to Sales > Customers.
  2. Click the customer's name and open the invoice.
  3. Select More located at the bottom, and choose Delete
  4. Click Yes to confirm.

Once done, re-create the invoice from the estimate. Note: Make sure the second line item is already added in the estimate.

 

For editing the estimate, you can follow these steps:

 

  1. In the Customer Transaction List section, select the estimate.
  2. Add the second line item, and put a check mark on the Close box.
  3. Click Save and close.

 

You can also check this article for reference: Void or delete transactions in QuickBooks Online.

 

Let me know if there's anything else you need help with QuickBooks Online. Thanks.

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Highlighted
QuickBooks Team

I created an invoice from an estimate. I added a 2nd line item on the invoice. Only the 1st line item in the invoice is linked to the estimate. How can I link the 2nd? tx

Hello there. lfeinbergdesign.

 

If you've added the second line item after the invoice is created, this will not be linked to the estimate. However, you can do the following:

  • You can delete the invoice and include the second line item on the estimate. Then, re-create the invoice.
  • Edit the estimate and include the second line item, and then make sure to close the status of that item. 

If you decide to delete the invoice, here's how:

 

  1. Go to Sales > Customers.
  2. Click the customer's name and open the invoice.
  3. Select More located at the bottom, and choose Delete
  4. Click Yes to confirm.

Once done, re-create the invoice from the estimate. Note: Make sure the second line item is already added in the estimate.

 

For editing the estimate, you can follow these steps:

 

  1. In the Customer Transaction List section, select the estimate.
  2. Add the second line item, and put a check mark on the Close box.
  3. Click Save and close.

 

You can also check this article for reference: Void or delete transactions in QuickBooks Online.

 

Let me know if there's anything else you need help with QuickBooks Online. Thanks.

View solution in original post

Highlighted
Level 2

I created an invoice from an estimate. I added a 2nd line item on the invoice. Only the 1st line item in the invoice is linked to the estimate. How can I link the 2nd? tx

Is there any other way other than deleting the invoice and then adding new item to estimate and then re-create the invoice?   When you do this you lose all of the progressive invoice email tracking.   Need to be able to change existing estimates and update the corresponding invoice that was already created.

Highlighted
QuickBooks Team

I created an invoice from an estimate. I added a 2nd line item on the invoice. Only the 1st line item in the invoice is linked to the estimate. How can I link the 2nd? tx

Hey there, @kelly62

 

Thanks for following the thread. 

 

At this time, you'll need to follow the steps provided by my colleague above. Since the invoice is created from the estimate, you'll need to delete the invoice that's been created to edit the estimate. Once you've edited the estimate, you can create a new invoice from the estimate. 

 

I can see how this would be beneficial for you and your business. If you'd like, I can submit feedback so that editing the estimate automatically updates the invoice instead of deleting it could be considered in a future update. 

 

Let me know if you have further questions or concerns. I'll be here to help you out every step of the way. Take care and enjoy the rest of your week!  

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