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miccatto
Level 1

Hi I sent a quote through to a client then a few months later deleted it off my system. Is there a way to retrieve the quote again as I need it? Thank you

 
1 Comment 1
Nicole_N
QuickBooks Team

Hi I sent a quote through to a client then a few months later deleted it off my system. Is there a way to retrieve the quote again as I need it? Thank you

Yes, @miccatto, there is. 

 

We can use the Audit log feature to recover its details and re-enter it. Here's how:
 

  1. Go to the Gear (⚙) icon at the upper right.
  2. Select Audit Log under Tools.
  3. Choose the appropriate User, Date, and Events from the Filter drop-down menu.


     
  4. Locate the deleted transaction, and under the History column, tap View.


     
  5. Go to the Event column to see all the information needed for the transaction.
  6. Re-enter the transaction then Save once done.

 

When your client accepts the quote, you can convert it into an invoice. The system will automatically mark it as Closed afterward. 


I'll be around if you have further questions about restoring a quote in QuickBooks. Simply leave your reply below and I'll provide the necessary information.