Why can't already created Estimate/Invoice be put into a new Project? When you create an estimate you do not know if your client is going to sign up with you.

Your confusion ends here, @info-allockbd-co.

Allow me to fill you in on everything you need to know about the project feature in QuickBooks Online (QBO).

You'll be able to move the existing estimates or invoices to your new project. To do so, you can simply change the associated customer to your project name. Here's how:

1. Find and open the existing invoice or estimate.
2. In the Customer drop-down, select the new project.
3. Click Save and close.

After the steps, you can go to your new project and check the invoice or estimate transactions from there.

On the other hand, there isn't an option to notify you once your users made an invoice or estimate in QBO. As an alternative, you can consider running the Audit Log report to check if your users created the transactions. Let me guide you how.

1. In your QBO account, click the Gear icon.
2. Select Audit Log.
3. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
4. Click Apply.
5. From there, review the transactions made.

If you need to know more about the project feature, feel free to read this article: Projects FAQ. This helps you manage your project accurately.

It’s nice to work with you. If you need further assistance setting up projects in QBO, don't hesitate to include them. Have a good one.

Thank you for your response about existing estimates and invoices going into a new project. I have tired this method and the following happens:

invoice and all information get completely erased and I either A) have to re-write the entire thing. B) don't save.

Even if you try and save the estimate into the new project because the estimate and invoice are link. So the invoice automatically erases. So you save the estimate in the project but when you try to save the invoice it will erase. Trust me I have tired a million times. Doesn't work!

Second part you answered Audit log. I don't know dates, client names, or anything so this was not helpful what so ever. Please let me know if you would like to answer the question of how to put existing estimate and Invoice into a new project without it erasing completely and starting over?

Hello there, info-allockbd-co.

You can only copy an estimate to an invoice to the same customer. That's why when you select a new customer or a project, the data will be erased. You'll have to enter the same details again. For example, the estimate is for customer A but you copied it to an invoice for customer B.

However, if you're trying to copy an estimate to the same customer and this kind of issue arises, you can try troubleshooting your browser. There are times that the browser stores frequently accessed data, thus causing websites, like QuickBooks Online to perform unexpectedly. Let's try logging in to your account using a private. Here's how:   

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

Once logged in, go back and try to copy an estimate to an invoice and then save your entry again to double-check. If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one.

Also, here's more information on how to set up and send progress invoices in QuickBooks Online.

Please let me know in the comment section below if you have any other questions and how this works. Take care!

I have been a QB customer using Desktop for more than 24 years.

This process doesn't work! The way it should work is as follows:

1. Create an estimate with the estimate name appended to the customer name.

2. Wait until the Customer accepts the estimate.

3. Create a Project using the Estimate and the appended name.

4. Invoice(s) is created for the completed work.

Now in QB Online the only way to associate an Estimate with a Project is:

1. Create a Project

2. Create an Estimate from within the Project.

Using that process would end up with hundreds of Projects that were never awarded or that are dormant for years.

I have spent hours going through the Support blog and watching videos. None of the information helps.

I'm about ready to fire my CPA that talked me into paying for this junk and find another product to use.   

Is there another way...I tried this and it's not working. I'm trying to add an estimate to a project but I did the estimate first.

Good afternoon, @tlester606. 

Thanks for chiming in on this thread. I hope your day is going well so far. Let me point you in the right direction. 

Since the steps above didn't help, I suggest contacting our Customer Support Team for additional assistance. Here's how: 

1. Go to the Help (?) icon in the top right-hand corner. 
2. Click the Contact Us button. 
3. Enter your question and press Let's talk. 
4. Scroll down and select to Get a callback. 

It's that easy! 

Feel free to come back and let us know how the call goes. Have a great day and week ahead! 

The only way I found to do it is to make a copy of the estimate. Within the copy of the original estimate you can now change it with the drop down menu to be associated to the project.