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July 21, 2025
Question

how to change a paid linked invoice to a different estimate

  • July 21, 2025
  • 1 reply
  • 18 views

I just discovered that I have a paid invoice that is linked to the wrong estimate.  The estimate is a progress billing one.  How do I change the invoice so it is linked to the correct estimate?

1 reply

RazzieE
QuickBooks Team
July 21, 2025
You can delete and recreate both the payment and invoice and link it to the correct estimate, @M Bader.
 
To begin with, if an invoice was paid but linked to the wrong estimate, QuickBooks Online (QBO) doesn't provide a direct way to change the estimate link after the invoice has been created and paid. To correct this, you'll need to delete both the payment and invoice, then create a new one linked to the correct estimate.
 
Here's how:
  1. Go to the My Apps menu, then select the Customer Hub tab. 
  2. Select the Customer tab and navigate to the customer. 
  3. Look for the incorrect payment, then beside the View/Edit drop-down, click Delete. Do this the same for the invoice.

 


You can now create a new invoice linked to the correct estimate then re-enter the payment afterwards using the original payment date.
 
If you have follow-up questions, feel free to leave a comment.
M BaderAuthor
July 24, 2025

Thank you Razzie.  I was hoping there was an easier way, but I guess not with QBS.