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Categories Accounting
Created by Dave Kirn
Created on Apr 13, 2026

QBO: Link Invoices to Source Estimates

When D-Tools pushes both an estimate and an invoice for the same project to QuickBooks Online, link them via QBO's native LinkedTxn field — the same way QBO links them when a user converts an estimate to an invoice inside QBO's own UI. Today the QBO estimate and the resulting invoice appear as unrelated records, even though they originated from the same D-Tools project.

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