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tim-precisionxll
Level 1

How can I change the estimate number?

Each individual ESTIMATE document  has a number, how do I change that number to follow pattern of my previous paper estimates I had prior to quickbooks?
1 Comment 1
ShiellaGraceA
QuickBooks Team

How can I change the estimate number?

Hi, @tim-precisionxll.

 

Let me share the steps on how you can change the Estimate number. If the number is auto-generated by the system, you can manually override the number. This way, the system will remember the number sequence and use it for your next transaction. Let me guide you how.

 

  1. Open the estimate.
  2. In the Estimate no. field, change the number to your preferred or previous estimate number.
  3. Click Save or Save and close. See the image below.

 

 

Learn more about estimate in this article: Create and send estimates in QuickBooks Online.

 

I'm attaching this link in case you need help with other customer-related tasks. It has topics with articles and some videos to guide you along. Just look for a title that fits your concern: Sales and customers.

 

Reach out to me again if you need help with estimates or follow-up questions. I'll be around for you. Take care and have a great day ahead.

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