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MaryLandT
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Thank you for joining this thread, landnurs22.

 

I'm here to help you combine multiple estimates into an invoice in QuickBooks Online (QBO). To accomplish this task, you can navigate to the +New button, then select Invoice.

 

From the Invoice page, enter the name of the customer. All pending estimates from this customer will automatically appear on the right side of the page. Please see the attached screenshot below as your visual guide.

 

 

From the Add to Invoice section, click the Add button to link the estimate to the invoice. To add another estimate, click again the Add button, then choose Copy the lines

 

 

QuickBooks will automatically close those estimates. This is what you can see on the customer's account after combining estimates with an invoice.

 

You can then send the invoice to your customer and record the payment once they pay it. I'm leaving these articles as your guide on how to handle transactions from customers.

 

 

Keep me posted if there's anything else you need about combining estimates to an invoice by commenting below. It's always my pleasure to help you.

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