How to move existing estimate to a project?

I'd be happy to walk you through the steps in moving existing estimates to a project, mark188.

Here's how you can add the estimate to a project:

1. Go to Sales and Select Estimates.
   
   
   
   
2. Locate the estimate and hit the Edit button beside it.
   
   
   
   
3. Click the Customer dropdown and choose the project's name.
4. Tap Save.
   
   

To verify if it's already in the project, please follow the steps below:

1. Select Projects.
   
2. Click the project's name.
   
   
   
   
3. Tap the Transactions tab.
   
   
   
   
4. In the Type dropdown, you can filter to show the Estimates or other transactions.
5. Now, you should see the existing estimate you transferred to the project.
   
   
   

For further information about managing projects, check out this article: Create and manage projects in QuickBooks Online.

I'm just a post away if you have other questions about adding existing transactions to a project or creating new projects, mark188.Just tap the reply button below. Have a nice day ahead!