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is there any way to copy all line item rows from a quote and export to excel?

is there any way to copy all line item rows from a quote and export to excel?

5 Comments
Moderator

Re: is there any way to copy all line item rows from a quote and export to excel?

Sending good vibes to you, verret.

You've got me here today to share some information regarding copying and exporting the line items from a quote via QuickBooks Desktop.

 

I could definitely see how you would want to copy and export the line items from a quote. However, there isn't a way to have these options for quotes, so it has to be done manually.

 

In the meantime, you can export all the list of items into Excel by following the steps below.

 

  1. Click Lists at the top menu bar and choose Item List.
  2. At the bottom, click the drop-down arrow beside Excel.
  3. Select Export All items.

 

You may find these articles helpful:

 

I’ll speak with our engineering team about this feature and will let you know whenever we have it available for our users. Additionally, I'd encourage to visit the What's New section on your QuickBooks Desktop, to be updated with our latest news and updates including product improvements.

 

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Feel free to leave a comment below to keep me posted if this works for you. I'll zip right back to help you out.

Not applicable

Re: is there any way to copy all line item rows from a quote and export to excel?

Thanks for the input, but not much help.  Exporting my entire list then deleting rows I do not need would take longer than retyping what I need to send out.

 

Maybe the company I work for set up QB wrong.  What I'm trying to do is enter line items into a quote for my customer, which will have up to 250 lines sometimes with multiple vendors.  Quickly send out the quote for pricing, and if awarded the project process the quote into a job and create a sales order then POs. 

Not applicable

Re: is there any way to copy all line item rows from a quote and export to excel?

any chance someone can call me to discuss?

Established Community Backer ***

Re: is there any way to copy all line item rows from a quote and export to excel?

hi @verret ,

Did you try Transaction Pro Exporter? 

QuickBooks Team

Re: is there any way to copy all line item rows from a quote and export to excel?

Hello there, verret.

 

QuickBooks Desktop is unable to generate multiple POs from Estimate or Sales Order (SO) to multiple vendors. The only way is to create a PO for each vendor one at a time.

 

You may want to take note of the items per vendor or take a screenshot of the estimate or SO. This helps as your guide to select the correct items in creating PO.

 

Also, for security reasons, the Community team is unable to collect customer's information. Therefore, we cannot do a call. Though you can contact our Customer Support team.

  1. Go to the Help menu or press F1 on your keyboard.
  2. Click Contact us.
  3. Enter a brief description of your concern.
  4. Choose Start a Message or Get a callback.

This could be a great feature. I can send a feedback to our developers and let them know that this is something that you need.

 

Don't hesitate to post again if you have other questions. 

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