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kr18
Level 1

Can i retrieve a deleted estimate

 
1 Comment 1
MadelynC
Moderator

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.

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