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Level 1

How que I recovery my estimate? I just ready to send to my customer BWI Marriot

 
3 Comments
QuickBooks Team

How que I recovery my estimate? I just ready to send to my customer BWI Marriot

Hi there, @christianpaintin.

 

Welcome to the Community. I'm here to ensure that you'll be able to recover your estimate. 

 

If you've saved your estimates, you can check on the Audit Log of your QuickBooks to see those transactions that you've entered.

 

To do that:

  1. Select the Gear icon at the top.
  2. Under Tools section, choose Audit Log.
  3. From the Filter drop-down, choose the appropriate UserDate and Events filter.
  4. Select Apply.
  5. Locate the estimates.
  6. Under HISTORY column, select View.
  7. All the information needed for the transaction can be found under the EVENT column.

However, if you haven't saved the estimate you'll need to recreate it. Here's an article that will guide you in creating estimates in QuickBooks Online: Create estimates.

 

This should get you on track, @christianpaintin. Please let me know if there's anything else you need. I'll be around to provide additional assistance. Have a nice day ahead!

Level 2

How que I recovery my estimate? I just ready to send to my customer BWI Marriot

I have the same problem but use QB Desktop. Any help?

QuickBooks Team

How que I recovery my estimate? I just ready to send to my customer BWI Marriot

Hi @Marty1403,

 

You can run a Transaction List by Customer report, customized to only show estimate transactions. This is in case you have your estimates saved in your company file but you're having problems locating it. 

 

Here's how:

  1. Go to the Reports menu.
  2. Highlight Customers & Receivables, then select Transaction List by Customer.
  3. Click the Customize Report button.
  4. Move to the Filters tab.
  5. Search for TransactionType, then choose Estimate.
  6. Hit OK when done.

If available, you can also restore your backup file that contains those missing estimates. 

 

If they're missing and you don't have a backup file available, I suggest you recreate those estimates. You can refer to this article for the steps: Create an estimate.

 

To learn how to deal with possible data damage from missing entries or transactions, visit this article: Names, items, or accounts are missing from centers, reports, or transactions.

 

Place your questions below if you have anything else in mind. I'll be right with you. 

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