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February 27, 2019
Question

Estimates

  • February 27, 2019
  • 1 reply
  • 0 views

I would like to know how to go about turning off the feature in QB that causes it to automatically generate a new estimate number each time I open the estimates and try to start a new one. 

It uses this predetermined number on each new estimate I create and even after I manually change the estimate number it still uses the auto generated number as the file name when emailing the estimate to a client.

HELP ANYONE.......

1 reply

Kristine Mae
Moderator
February 27, 2019

Hello there, Ahlcllc.

 

QuickBooks automatically assigns numbers to your transactions. If you've manually changed the estimate number, our software will auto-populate the next number in sequence when you create a new one. For now, we're unable to turn off this feature.

 

I suggest sending this idea directly to our product engineers. We're actively gathering feedback from our customers to continuously improve our software and provide you with the best features possible. Just click Help, go to Send Feedback Online, then choose Product Suggestion

 

You're always welcome to post in the Community if you have other concerns. 

February 28, 2019

How do you change the estimate number? I don't want mine to start at 1001 which is the default number for the first estimate. Thanks.