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John180
July 8, 2020
Question

How to remove an estimate

  • July 8, 2020
  • 6 replies
  • 123 views
No text available

6 replies

Curiosity71
July 8, 2020

Hello, a helpful topic for you about estimates
https://quickbooks.intuit.com/learn-support/en-us/estimate-costs/set-up-and-use-estimates/00/186122

Erikaestrada
December 30, 2022

Can i erase/delete an estimate that is rejected if that month is already reconcile?

Klent
Level 8
December 30, 2022

Yes, you can definitely do that, Erikaestrada.

 

Estimates are non-posting transactions that do not impact your bank and income accounts. Removing them won't affect your reconciliation. Feel free to follow the steps I've below:

 

  1. Go to the Sales menu.
  2. Select the All Sales tab, then find the rejected estimate.
  3. Click the drop-down arrow in the Action column.
  4. Choose Delete, then hit Yes to confirm the changes.

 

 

Need to personalize and design the quotes that you send to your customers? Check out this article to learn how: Customize sales forms.

 

As always, you can find me here if you have any product-related questions or queries. Assistance is just a post away. Happy Holidays!

    ZackE_Moderator
    Moderator
    July 8, 2020

    Hi there, John180.
     

    I'll guide you through how to delete an estimate in QuickBooks Online. Here's how:
    1. In the navigation bar on the left, go to Sales, then open your All Sales tab.
    2. Locate and click on the one that needs to be removed. Use the Filter button and/or other sorting options if necessary.
    3. Hit More.
    4. Select Delete.
    5. Choose Yes.


    The record will now be deleted from your books.

    Here's a resource about using estimates which might come in handy: How to Send Estimates, Quotes, & Proposals

    If you have any other questions, feel free to respond in this thread. I'll be here to help. Enjoy the rest of your day!

      steve47232
      November 27, 2020

      How do you delete or change the status of pending estimates in bulk? It takes too long to go through hundreds of estimates manually to change the status to rejected or delete them. 

      Adrian_A
      Adrian_A
      Level 8
      November 27, 2020

      Hello there, steve47232.

       

      The option to modify the status or delete the estimate in bulk isn't available. However, you can look for a third-party application that can do this one.

       

      You can look for an app through this link: apps.intuit.com.

       

      If you want to view all your customer's estimates, you can run the Estimates by Customer report. Then, you can click the Customize button to add or remove some filters.

       

      I'm just a post-away if there's anything that I can help with. Take care!

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