Hello GarciaM,

Thanks for connecting with us here again. Managing your invoices and estimates in QuickBooks is a great step towards keeping your books clean. I'll be happy to share more details about the estimates and invoices so you're on the right path. 

The QuickBooks workflow works in a way that allows you to convert an estimate into an invoice and not vice-versa. That being said, you'd have to manually add the the products in question to the estimate and if you need to convert the updated estimate into an invoice, check out the following article: Convert an estimate into an invoice in QuickBooks Online.

Let me know if this info helps. I'm here in case you have additional questions. Otherwise, I wish you a great rest of the week.

Hi,

Thank you for the reply but my question is somewhat different. I already have an invoice created (Invoice 9876). It is there, in the system with a date of Feb 23.That invoice  (9876) was created by linking an estimate to it. 

On Feb 27, the client decided to add to that order the products that had been quoted on a separate estimate. My question is... can I link that other estimate to the invoice that is already saved / existing (9876)? 

I already know how to link an estimate to an invoice at the time of creating the invoice... and that is not my question.

Any help is appreciated

Just to make sure I'm on the same page as you, you have an invoice that was already linked to an estimate prior to Feb 27 and now you'd like to link another estimate on top of the existing link between the invoice and estimate? If so, it's important to note that you'll have to create a single estimate for each invoice. However, the program does allow you to do this in reverse, which is having multiple invoices for a single estimate. This can be accomplished using Progress Invoicing. Feel free to ask to ask other questions. 

Thank you Andrea!!! That worked just beautifully!!! You rock!

Is this solution still valid today? I don't see the arrow on the right side above "balance due" to add other open items from the estimate onto the existing invoice. 

Yes, it's still valid using the old invoice layout, NikkiFL.

You'll have to switch back to the Old layout from the new one to access the arrow on the right side above Balance due. From there, you can add other open items from the estimate to the existing invoice.

Please see the screenshots below for your reference.

If you have any further questions or concerns, please feel free to post them in this thread.