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itsnikhilgurjar
Level 1

I want to export my customer estimate to excel

 
7 Comments 7
Fiat Lux - ASIA
Level 15

I want to export my customer estimate to excel

Utilize the trial period of this 3rd party exporter tool

https://transactionpro.grsm.io/qbo

 

CA Manjur Alad
Level 1

I want to export my customer estimate to excel

you can export a list of estimates with details from the export option in all sales options in the sales menu.

savithavk
Level 1

I want to export my customer estimate to excel

Hi 

I want to create the list of estimates example 100 estimates and upload the same in quickbooks is it poosible.

 

If yes, please let me know the procedure

 

TIA

SarahannC
Moderator

I want to export my customer estimate to excel

Hello there, savithavk.

 

I'd like to provide some information about importing lists of estimates in QuickBooks Online.

 

Currently, there's no option where we can upload the 100 estimates in your book. However, we can look for compatible third-party applications to bring them within QuickBooks Online successfully. Once you've found one, it'll help you in saving your time when importing the 100 estimates in QBO.

 

Here's how:

 

  1. Go to this link: https://quickbooks.intuit.com/app/apps/home,
  2. Search an app in the Find the right apps for your business box.
  3. You may want to search into the Categories section if you'd like to.

Know that your opinion helps us in making sure we are providing you the best experience possible. You may want to visit our blog website to review the latest features and enhanced ones from time to time. 

 

Please reach out to me if you need anything else. I'm here for you. Take care and stay safe!

Fiat Lux - ASIA
Level 15

I want to export my customer estimate to excel

@savithavk 

Prepare your data with the following template

RefNumberCustomerTxnDateExpirationDateStatusAcceptedByAcceptedDateSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailToBePrintedToBeEmailedCurrencyExchangeRateShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/202031/12/2020AcceptedLisa10/10/2020Net 30  19 Jerico Drive   BensalemPA84256          We appreciate your business![email address removed]NY          Gift Certificate$50 Gift Certificate150  NON
103Lisa Smith01/10/202031/12/2020AcceptedLisa10/10/2020Net 30  19 Jerico Drive   BensalemPA84256          We appreciate your business![email address removed]NY          Magazine SubscriptionAnnual Magazine Subscription212  NON
103Lisa Smith01/10/202031/12/2020AcceptedLisa10/10/2020Net 30  19 Jerico Drive   BensalemPA84256          We appreciate your business![email address removed]NY          Music TitlesArtist CDs312.5  NON
103Lisa Smith01/10/202031/12/2020AcceptedLisa10/10/2020Net 30  19 Jerico Drive   BensalemPA84256          We appreciate your business![email address removed]NY          Tee ShirtPlayer Tee Shirt115  NON

 

the utilize TPImporter

https://transactionpro.grsm.io/qbo

 

CA Manjur Alad
Level 1

I want to export my customer estimate to excel

Hi,

you can easily achieve this by using third party apps available in Appstore.

ElijahStownton
Level 2

I want to export my customer estimate to excel

Try out Skyvia Add-in for Excel. It is easy to use and doesn't require coding. All you need is just add it to Excel interface. (https://skyvia.com/excel-add-in/quickbooks)