cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
mark188
Level 1

How to move existing estimate to a project?

 
1 Comment 1
CamelleT
QuickBooks Team

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.

    sales estimates.png

  2. Locate the estimate and hit the Edit button beside it.

    edit buton.png

  3. Click the Customer dropdown and choose the project's name.
  4. Tap Save.

    customer dropdown sample proj.png

 

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

 

  1. Select Projects.
  2. Click the project's name.

    projects-project name.png

  3. Tap the Transactions tab.

    transactions tab proj.png

  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.

    estimates already in the proj.png

 

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!

Log in today
Get expert help and peer support to tackle all your QuickBooks questions effortlessly.

Need to get in touch?

Contact us