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January 5, 2024
Question

Can you start a new numbering convention in estimates ? i want my 2024 estimates to start with 24000

  • January 5, 2024
  • 1 reply
  • 3 views
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1 reply

Adrian_A
Level 8
January 5, 2024

Hello there, info.

 

I'm here to help how you can achieve numbering convention on your estimates.

 

Yes, you can start the estimates with 24000 by modifying the transaction manually. Here's how:

 

  1. From the + New tab, select Estimate.
  2. On the Estimate no. field, you can enter 24000.
  3. Fill in the necessary details.
  4. Click Review and send.

 

After that, the system will sequentially follow the estimate numbers.

 

Moreover, you can check this article on how you can create an invoice out of the estimate: Convert an estimate into an invoice in QuickBooks Online.

 

Keep me posted anytime you need help in converting an estimate.