Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Can i retrieve a deleted estimate

 
1 Comment
QuickBooks Team

Can i retrieve a deleted estimate

We can only retrieve the details on it, @kr18.


I have a way here to make sure you're able to get the information of your deleted estimate.


You’ll want to recreate it manually. We can use the Audit Log to recover the details needed to reinstate the deleted transaction. This feature tracks your activities such as added and modified entries. 


Here are the steps to do it:

 

  1. Go to the Gear icon.
  2. Under Tools, select Audit Log.
  3. Locate the estimate and click the View link under the History column.
    Capture.PNG
  4. From there, you can re-enter the transaction using the information with its original transaction date.
    Capture.PNG

You can also visit this reference about customizing sales forms in QuickBooks Online. It has the information you need to create handy and personalized forms. 


In case you need more help with estimates, invoices you can check out this link here. This will route you to our general income and expenses topics with articles.


If you still have questions and concerns, please don't hesitate to let me know. I'm always here to assist you. Take care and have a nice day ahead.

Need to get in touch?

Contact us