Revolutionizing Accounting and Finance with AI. Many of you have asked which AI software applications we are utilizing. We currently use Gamma.app for content creation and Play.ht for text-to-speech (TTS).

How to start a new Project and then add existing Estimate to Customer Project in QuickBooks Online

You will need to update the original Customer Estimate and edit to Customer/Project and Save.
Steps to follow: from the left Dashboard > Sales > All Sales > Click money bar for Estimates > Open Estimate without Project name in question > Edit > Save. You can come back here and create an Invoice when ready.