QuickBooks Team

Reports and accounting

Hi sullivangc, 


It's quick and easy to transfer the estimate to the newly created project. All we have to do is change the customer. Let me show you how:

  1. Find and open the estimate you created.
  2. Click Customer drop-down and select the project.
  3. Select Save and close.

That's it! You can also check these links for more details:

Let me know if you need anything else by leaving a comment below. I'll be here!