New Invoicing and Estimate Layout Doesn't Let Me Add Multiple Estimates to One Invoice?

I understand how important this feature is in QuickBooks Online (QBO) for your business. Being able to send multiple estimates in one invoice can facilitate quicker payments from your clients. But first, we need to check the status of the estimate to see if it's accepted or pending so that QBO can recognize it when creating an invoice. I will provide further clarification on this.

In QBO, when sending multiple estimates to one invoice, only those with an accepted or pending status will appear in the suggested transactions when creating a new invoice. If an estimate is marked as closed or declined, it will not appear in the suggested transactions. You can check the status of the estimates under Customers.

However, if that’s not the case, I suggest we do some basic browser troubleshooting to find out what's causing the program to act inappropriately.

To start, let's open your account using an incognito window to eliminate the possibility of a webpage issue. Here are the following keyboard shortcuts:

• Microsoft Edge: Ctrl + Shift + N
• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N
  
  

If it's a success, return to your regular browser. Then, clear your cache to start afresh. If the issue remains, consider switching to other supported browsers installed on your system.

Additionally, by sending progress invoices, you can track your revenue more accurately over time rather than waiting until the project is complete to recognize all income. This allows for better financial forecasting and tracking of project profitability.

Also, by recording payments, QBO updates your financial statements in real time, allowing you to see your cash flow status and overall business performance at a glance. Refer to this article: Record an invoice payment.

Managing your invoices and estimates is crucial for your financial health and client relationships. If you need help with payments, please click the reply button. I am here to assist you.

Thank you for your thoughtful reply, but unfortunately, I've already tried your troubleshooting and it did not work. The estimates are connected to the correct client and have the correct status but are not showing up. To make matters worse, it is inconsistent across clients - some show all, some show a few, some show none. This means a very manual process for me as I need to invoice clients to keep my business operational. Is there a way to roll-back from this awful new layout that has broken this basic functionality?