Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
April 28, 2019
Question

Add existing estimates or invoices to projects.

  • April 28, 2019
  • 1 reply
  • 2 views
No text available

1 reply

Level 9
April 29, 2019

Hello there, paul35. 

 

You can change the Customer to the Project name so the invoices or estimates will be added to the project. 

 

 

While the option to toggle sales transactions to its correct project by batch is unavailable, you'll have to manually open and change them. 

 

You'll want to refer to these guide articles for more information about projects: 

The Community is here help you with your concerns. Have a great day!