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

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.

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. 

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.

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.

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!

That would be great if Intuit looks as any suggestions their customers were giving or request that are being made.  I have never seen any updates, responses or inquiries to customer feedback.

What is a pop-window? I don't have that. 

Thanks for joining in on this thread, @M_Mercer. I’ll share some information about the pop-window so you can add multiple estimates into one invoice in your QuickBooks Online account.

In QuickBooks, the pop-up windows are used to convey a certain feature you can utilize while working in the software. A window that rises above a help topic is known as a pop-up window. Depending on the amount of text or the size of the image inside, the pop-up window automatically adapts in size.

For instance, if you’d like to combine multiple estimates into one invoice, you can click the angle bracket under the Exit (X) sign. From there, a window will appear with the estimates you’ve created for the same client. You can then click the Add button to include the hyperlinked transaction on your invoice.

Please also know that you’ll need to create the estimates first before merging them into an invoice. See this article for the detailed steps: Create and send estimates in QuickBooks Online.

Afterward, you can read through this reference to learn how to receive invoice payments and group multiple ones into a single deposit: Record invoice payments in QuickBooks Online.

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around to help you happily. Take care and stay safe!

Thank you for your help!!

I just had to change the view to the old layout and it all made sense. 

Welcome back, @M_Mercer.

I'm happy to know that you're able to resolve your issue by changing the view to the old layout. Please know that the Community forum is always open to help you again if you have any other questions about QuickBooks.

Wishing you all the best!

Is there a way to select multiple estimates for the same customer and merge them into 1 estimate. 

I can not figure out how to combine multiple estimates into 1 invoice either. 

Mine does not look like this at all

Thank you for joining this thread, landnurs22.

I'm here to help you combine multiple estimates into an invoice in QuickBooks Online (QBO). To accomplish this task, you can navigate to the +New button, then select Invoice.

From the Invoice page, enter the name of the customer. All pending estimates from this customer will automatically appear on the right side of the page. Please see the attached screenshot below as your visual guide.

From the Add to Invoice section, click the Add button to link the estimate to the invoice. To add another estimate, click again the Add button, then choose Copy the lines. 

QuickBooks will automatically close those estimates. This is what you can see on the customer's account after combining estimates with an invoice.

You can then send the invoice to your customer and record the payment once they pay it. I'm leaving these articles as your guide on how to handle transactions from customers.

• Set up and send progress invoices in QuickBooks Online
• Record invoice payments in QuickBooks Online.

Keep me posted if there's anything else you need about combining estimates to an invoice by commenting below. It's always my pleasure to help you.

Any chance this feature has been added to the QB desktop in the last 3 years?. 

I appreciate you checking the feature for combining multiple estimates in QuickBooks Desktop (QBDT), GreenhouseCH.

Adding multiple estimates to an invoice is currently unavailable in QBDT. In the meantime, you can add a single estimate to one invoice only. To do this, you need to enable the progressing invoice. Here's how:

1. Sign in to QuickBooks Desktop as an admin.
2. Go to the Edit menu and select Preferences.
3. Select Jobs & Estimates from the list of menus.
4. Select the Company Preferences tab.
5. Select "Yes" in the "Do You Create Estimates?" section, then select "Yes" in the "Do You Do Progress Invoicing?" section.
6. Select OK to save and close your preferences.

Once done, create an estimate and then apply the invoice. Follow steps 2 & 3 in this article to guide you further: Set up and send progress invoices.

I'd encourage you to send a product request to our engineering team so they can consider having this functionality in the upcoming updates.

Here's How:

1. Go to the Help menu and click Send feedback online.
2. Choose the Product suggestion.
3. Enter your comments and product suggestions, and click Send feedback to submit.

Moreover, I'll add this article to help you record your customer's payments: Record invoice payments.

Please let us know if you have other questions about the QuickBooks feature. We'll do our best to address them. Have a great day.