Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
A
Ahlcllc
February 27, 2019
Question

Estimates

  • February 27, 2019
  • 1 reply
  • 4 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
Kristine MaeModerator
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. 

A
AhlcllcAuthor
February 28, 2019

Quickbooks never used to retain my estimate numbers, this has just started in the last few weeks after I entered one particular estimate number, now all of a sudden it’s using that number for every estimate I create. And even if change the estimate number and save it with the new number it still has the auto generated number as the file description so when I attach the estimate to an email it looks like I’m sending someone the wrong estimate. This does not make my company look very professional. 

J
JonpriL
Level 9
June 23, 2021

Contrary to what I see repeatedly posted, when I create a new Estimate it does not add "1" to the previous estimate number when the previous number was customized. In my case, the very first Estimate number was 2. The next number was 3. I changed that to 103 and saved the Estimate. A new Estimate reverts to 4, not 104. How do I get it to do what everyone in QB Support says is the default, to add 1 to the previous Estimate number? Please don't tell me to start by clicking on some gear icon that I do not have on desktop QB. Thank you.


Hello @Chuck S,

 

In QuickBooks Desktop, the estimate's transaction number will always follow the next sequence based on the last one created. Since it doesn't allow you to do so, let's consider utilizing the QuickBooks tools to identify why creating an estimate reverting its transaction number. Let me show you how.

 

A. To Verify Data

  1. Go to File.
  2. Click Utilities.
  3. Select Verify Data.
  4. Click OK.

B. To Rebuild Data

  1. Go to File.
  2. Click Utilities.
  3. Select Rebuild Data.
  4. Click OK.

 

In addition, here's an article you can read to learn more about these tools: How to fix possible data damage on your QuickBooks Desktop company file?

 

Lastly, I've also included this reference helpful with the different ways you can use to track customer transactions: Get started with customer transaction workflows in QuickBooks Desktop.

 

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement