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Best answer January 20, 2022
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A warm welcome from the Community, Mr Saithong.
I can help you keep from assigning duplicate estimate in QuickBooks Online.
It's possible that the other user is making duplicate estimates. You can run through the Audit Log. It's a report of all activities on your company file.
Aside from that, you can look through the recurring list to see if there is a template for estimate that can be created automatically. If so, I suggest deleting the recurring template for estimates.
To delete:
1. Go to the Gear icon.
2. Select Recurring Transactions.
3. Find the transaction or template you want to delete.
4. Choose Delete on the drop-down arrow under the Action column.
For more information, please refer to this article: Remove recurring transactions or templates.
You may take a look at this article for additional information: How to create a recurring invoice and manage recurring transactions.
That should help get you back to business. If you have any more questions about the duplicate transactions, please leave a comment and I will be more than happy to assist!
A warm welcome from the Community, Mr Saithong.
I can help you keep from assigning duplicate estimate in QuickBooks Online.
It's possible that the other user is making duplicate estimates. You can run through the Audit Log. It's a report of all activities on your company file.
Aside from that, you can look through the recurring list to see if there is a template for estimate that can be created automatically. If so, I suggest deleting the recurring template for estimates.
To delete:
1. Go to the Gear icon.
2. Select Recurring Transactions.
3. Find the transaction or template you want to delete.
4. Choose Delete on the drop-down arrow under the Action column.
For more information, please refer to this article: Remove recurring transactions or templates.
You may take a look at this article for additional information: How to create a recurring invoice and manage recurring transactions.
That should help get you back to business. If you have any more questions about the duplicate transactions, please leave a comment and I will be more than happy to assist!
