Need to know About Adding Estimates To Invoices Then Contact QuickBooks Customer Care Support for Further Assistance!

An estimate is an approximate calculation or measurement of any value or inventory.

An invoice is a document which has a list of all goods and services provided to you and also describe all the details about costing of those services.

An estimate is given to the customer in form of a quotation or a proposal along with the scheme of the work and services which will be provided to them.

Once this plan is complete and all the mentioned services are provided to the customer as per your proposal then we proceed with billing the customer for the work been performed. Then we add the details from the estimate directly to the invoice.

This entire estimate somewhat appears analogous to an invoice but it has a different purpose to perform. This can be sent to the customer but it will not be taken as an accurate transaction. The value in this estimate is not billed to the customer or added to their account unless this estimate is added to the invoice.

Now that we know what an estimate is and what is an invoice let u see how do we add this estimate to the invoice.

Kindly note that we can add only those estimates to invoices which are in Pending or Accepted status can.

 Launch your QuickBooks and navigate to the menu options on the left hand side.

 There go to Sales option and at this point go ahead by selecting Customers.

 Now further advance yourself to Money Bar and hence continue by clicking on Estimate.

 Proceed ahead by choosing the estimate that you want to add to invoice.

 Later move further to the Action column.

 There you click on Start invoice.

 Here we can click on Add to add all the estimated that we want to create invoice for.

 It is very important that you evaluate the details that are filled in by estimates and you may even edit if that is needed.

 Finally you may click on Save to finally create an invoice.

There can be a condition wherein you are finding it difficult to add the estimate to invoice. You may follow the below mentioned instructions step by step to resolve that.

This is possible due to two situations which is not letting this estimate get added to the invoice.

One of them can be that you have chosen another customer who is different from the one who was chosen when the invoice was created.

 Launch your QuickBooks and navigate to the menu options on the left hand side.

 There you go to Reports.

 Here you will see a search bar kindly type in Estimates/Quotes by Customer.

 You have the option of editing the date range and groups and finally click on Run Report.

 When you are able to trace the required estimate or quote figure out the customer’s name mentioned in there. Cross check if that name is same to the customer name chosen when the invoice was initially being created.

 If the required estimate or quote does not display the same name as the one with invoices in beginning you can select it and change the customer name.

 Finally click on Save. This will omit the first reason for the estimate not being able to be added to invoice.

If you face any difficulty in checking the customer name and changing in case of discrepancy or if you have any questions then we recommend you to contact QuickBooks Customer Care support for further assistance.

If the name on the estimate is same as the one when creating an invoice then there can be a possibility that the status option selected for the chosen estimate is not the appropriate one.

So the other possible reason is that the Status section may not be displaying the appropriate Status of the required estimate.

 In your QuickBooks look for the estimate or the quote that was previously created.

 On this estimate check on its upper left corner and see if the Estimate status displaying there is set accordingly to the one you require. It can be Accepted or Pending.

 If you see an incorrect status then you may change the status and click on Save.

But if you see the status of the estimate is correct and you are still unable to add the estimate to the invoice then you are suggested to contact QuickBooks Technical Support.

We now know how we can add an estimate to the invoice but what needs to be done in order to verify the current status of an estimate.

To do that verification kindly follow the give instructions step by step.

 Launch your QuickBooks and navigate to the menu options on the left hand side.

 There you go to Reports.

 Here you will see a search bar kindly type in Estimates/Quotes by Customer.

 You have the option of editing the date range and groups and finally click on Run Report.

This will generate and provide you with all the details of name of the customer, the estimate number, status of the estimate, and will give an invoice number if the estimate is associated with an invoice.

I hope this article could provide you all the information about how an estimate can be added to an invoice and what to do if you are stuck at any point. Just in case you are still having questions about an estimate or quotations then not to worry and know that we are always there to answer all your questions.

You may call our QuickBooks Customer Care Support executive on our toll-free number.

You may even contact us via chat support or reach out to us by sending us an email @ support@quickbookssupport.net