I see the importance of transferring all the data to another company to help you seamlessly run your business tasks, Dawn.
When transferring data to a new company file, certain items, such as estimates linked to invoices and any billable expenses that have been previously invoiced, will become unlinked. This is part of the limitation when you copy the data to another QuickBooks Online Advanced account
If you'd like to link them again, you can delete/re-create the existing invoices and then convert the estimate back to an invoice. I'll show you how:
- Go to the Sales menu, click Invoice, and locate the Invoices you wish to delete.
- From the Action column, tap the dropdown and select Delete.
- Re-create the invoices you deleted, then proceed to link the estimates.
- Open the Invoice and click Manage.
- Click the dropdown under Suggestions.
- Select Suggested transactions.
- Click on Add to link the estimates.
- Once done, click Save.
On the other hand, you can also manually change the status of the estimate to "Closed." However, note that this will not link the estimate to the invoice.
You may visit our QuickBooks Online Support article to get the phone number you need.
Moreover, you can personalize and add specific info to your sales forms. To know more about it, you can check out the detailed steps in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
You can always let us know whenever you have other questions about transferring data concerns. We're always here to help in any way we can.
