United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
contact34
Level 1
posted
‎November 25, 2019 06:05 AM
last updated ‎November 25, 2019 6:05 AM

How do I update an invoice that is linked to a quote? I have changed some numbers on the quote how do I link them?

 
Reply
1 Comment 1
JasroV
QuickBooks Team
QuickBooks Team
‎November 25, 2019 07:10 AM

How do I update an invoice that is linked to a quote? I have changed some numbers on the quote how do I link them?

Hi there, @contact34.

 

You'll need to delete the first invoice that is linked to the quote that you've updated and create a new one. Let me show you how.

 

In your QuickBooks Online (QBO) account:

  1. Open the Invoice.
  2. Hover to the 1 linked transactions link and click Remove. 1.PNG
  3. Once done, click More at the bottom of the invoice and click Delete.
  4. Then, open the quote you've updated and click Create invoice.

I'm also adding this helpful article that can help guide you to learn how to customise invoice in QBO: Customise your Invoices, Quotes and Sales Receipts in QuickBooks Online.

 

As always, if you need further assistant, don't hesitate to leave a comment below. I'm always here to help.

Reply