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Editing existing estimates

How do I edit an existing estimate in QuickBooks Enterprise?

 

Best answer 04-22-2019 09:29 AM

Accepted Solutions
QuickBooks Team

Re: Editing existing estimates

You're always welcome, @Yvonnel.

 

I'm glad the screenshots I shared helps with the step by step process for editing an estimate in QuickBooks. You can always reach out to the Community Forum for further assistance.

 

In case you need tips and related articles in the future, visit our help link for reference: QBDT Self-help.

 

Post again in the Community if you have any other concerns. I’m always here to keep helping. Have a good one!

3 Comments
QuickBooks Team

Re: Editing existing estimates

Greetings, @yvonne.


Let me be the first to welcome you to the Community forum. I can walk you through editing an existing estimate.


Find the transaction you want to edit and change the information that needs to be updated. Let me show you how:

  1. Go to Customers menu and select Customer Center.
  2. Select the customer on the estimate you want to edit.
  3. On the right side portion of the screen, click the Transaction tab.
  4. In the Show drop-down, select Estimates.
  5. Look for the estimate you want to edit and double-click to open it.
  6. Update the details on the transaction.
  7. Hit Save & Close.

 

 

 

For more information about this type of transaction, refer to this article: Create an estimate.


That should get you pointed in the right direction. 


Leave a comment below if you have any questions, I’m more than happy to help. Wishing you and your business continued success!

Experienced Member

Re: Editing existing estimates

Thank you for the reply.  It was a great help.  I also liked the visuals you supplied.

 

 

QuickBooks Team

Re: Editing existing estimates

You're always welcome, @Yvonnel.

 

I'm glad the screenshots I shared helps with the step by step process for editing an estimate in QuickBooks. You can always reach out to the Community Forum for further assistance.

 

In case you need tips and related articles in the future, visit our help link for reference: QBDT Self-help.

 

Post again in the Community if you have any other concerns. I’m always here to keep helping. Have a good one!