Hello,
I am new to using the Project module in QBO and I am confused with how to get the Customer's Estimate to display in the Project associated.
Here are the steps that were taken:
1. Created the Customer first (we don't want to add the project unless the customer is going forward with us)
2. Estimate was sent to the customer via QBO - Note the customer has approved it verbally, but not through QBO
3. Under the Customers menu, I see the Estimate under Transaction List
4. Go over to the Projects tab for the Customer and click the Add project button
5. I have named the Project the street name of the customer
6. I then go back to the Estimate under the customers transactions, and change the customer name to the Project Name
I can get that far, but when I go back to the Project, I don't see the Estimate. Looking at the column headers in the Project screen, perhaps I am not meant to see the Estimate there?
When I start to create invoices from estimate, will the income and costs start to populate?
I guess I just assumed that the transactions would display under the Project, but that does not appear to be the case. Is that correct?
Thank you!
TJ
