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klittlejohn049
Level 1

I accidentally deleted an Estimate. I need help retrieving it. Please help!

 
1 Comment 1
JonpriL
Moderator

I accidentally deleted an Estimate. I need help retrieving it. Please help!

I've come to offer help, @klittlejohn049.

 

As of the moment, there isn't an integrated way to retrieve a deleted estimate. But you can pull up a history report to determine the transaction detail of your estimate and recreate it. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under TOOLS, select Audit Log.
  3. On the Events menu, choose All transactions.
  4. Find the transaction number of the estimate in question.
  5. Click View.

 

From here, use your Audit Log report to re-enter deleted estimate and by following the steps outlined in this article: Create and Send Estimates in QuickBooks Online.

 

You may also read this reference in case you need help with how to personalize and add specific info to your sales forms: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

 

It'll always be my pleasure to help if you got questions other than the concern about your estimate. Use the Reply button below and leave your comment so that I can further assist you. Stay safe!

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