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Other questions
Hello, Liftco. I'll help you accomplish your task in QuickBooks Desktop (QBDT).
For now, QuickBooks Desktop does not have a built-in feature to merge multiple estimates into one sales order. But you can integrate the two estimates into one estimate and create a sales order. I can guide you through a workaround to achieve this.
Here's how you can merge multiple estimates into one estimate and then create a sales order in QuickBooks Desktop:
- Go to the Estimates section, and open the first estimate you want to merge.
- Open the second estimate that you want to merge into the first one. Get all the information needed.
- Paste the copied line items from the second estimate into the first estimate.
- Review the merged estimate to ensure all the line items are included correctly.
- Click Save and Close.
Now that you have the merged estimate, you can convert it into a sales order by following these steps:
- Open the merged estimate.
- Click on the Create Sales Order button at the top of the estimate.
- In the Sales Order window, review the information and make any necessary adjustments.
- Click on the Save & Close button to save the sales order.
Moreover, you need to delete the second estimate to prevent duplicate records. Open the transaction and click Delete.
Furthermore, I suggest sending feedback to our developer team. They can review your suggestions to improve our products and enhance your overall QuickBooks experience. Here's how:
- Click the Help menu and select Send Feedback Online.
- Choose Product Suggestion, then enter the details of your concern.
- Select Send Feedback and click Close Window.
I also encourage you to visit this resource that will guide you in managing items in QBDT: Add, edit, and delete items in QuickBooks Desktop.
I'll be here if you have other questions or concerns about merging transactions. Have a great day.