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[QODBC-Desktop] Troubleshooting - How can I get links between Estimate and Invoice using QODBC
Posted by Jack - QODBC Support on 30 March 2016 10:25 AM

Troubleshooting - How can I get links between Estimate and Invoice using QODBC

Problem Description:

I've explored the related-to fields, but cannot determine how a line on the invoice is linked back to the estimate.

I'm designing a report that needs to see the item on the estimate, and how many$ have been billed out and retained for each of those items (as well as other related data).
 

Solution:

Please refer How to convert a Sales Order into an Invoice for the basics on how an Estimate can be made a Sales Order and an Invoice.

The InvoiceLinkedTxn table shows Payments, Credit Memos, and Deposit Line Items but doesn't include reimbursements, transfers from Sales Orders or Estimates (depending on your QuickBooks version). But in QuickBooks, you probably understand it better as the History of an Invoice. The number of InvoiceLinkedTxn lines to Invoice lines won't match where multiple payments or deposits have been done.

To better understand, Refer: How to use InvoiceLinkedTxn query using QODBC

While the EstimateLinkedTxn table shows all the transfers to Invoice or Sales Order; but does NOT include any transfers to PO.

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