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userdisalvoconnie
Level 1

I want to import an estimate from another quickbooks user into my quickbooks. How do I do that?

I have a company we do business with. They send me estimates. I want to take their estimates into my company's online QB. I want to have edit capability on the estimate so I can forward to my customers.
2 Comments 2
MarshallA
Intuit

I want to import an estimate from another quickbooks user into my quickbooks. How do I do that?

Hello,

 

What you're describing cannot be done in QB Online by default.  I recommend looking into 3rd party apps that do transaction importing.

Fiat Lux - ASIA
Level 15

I want to import an estimate from another quickbooks user into my quickbooks. How do I do that?

@userdisalvoconnie 

Utilize the trial period of any available migration tool, including this one

https:// transactionpro.grsm.io/qbo

 

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