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Michelle58
Level 1

If I create an invoice from estimate it shows them linked in the invoice. When I back to the estimate it isn't showing a link. Happening recently. How do I sort this?

 
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QuickBooks Team
QuickBooks Team

If I create an invoice from estimate it shows them linked in the invoice. When I back to the estimate it isn't showing a link. Happening recently. How do I sort this?

Let's investigate why the linked transaction link is not showing in an estimate, Michelle.

When creating an invoice from an estimate, both transactions are linked to each other. You can try deleting both transactions. Then, recreate an estimate and add it to an invoice again.

You can check out this article for more details about setting up and using estimates: https://community.intuit.com/articles/1769007.

If the same thing happens, try accessing your QuickBooks Online (QBO) account using a private or Incognito window. If it works, you can clear your browser's cache to remove the temporary files. You can also use a different supported browser like Internet Explorer or Mozilla Firefox to be thorough.

If the problem persists, I'd suggest contacting our Customer Support Team. They'll investigate what's causing this issue.

Here's how to reach them:

  1. Click Help on the top menu.
  2. Choose Contact us.
  3. Enter can't link transactions for both estimate and invoice in the What can we help you with? field.
  4. Click Let's talk.
  5. Choose Start an email to connect with us.

I have a link here that contain articles about managing money in and money out transactions: https://community.intuit.com/browse/quickbooks-online-intl-moneyin-moneyout.

Please visit the Community if you need anything else with creating sales forms. I'm here to help.