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

I run 2 businesses on quickbooks made an estimate in the wrong business. Can I transfer the long estimate to the other one without redoing it all?

 
2 Comments
Moderator

I run 2 businesses on quickbooks made an estimate in the wrong business. Can I transfer the long estimate to the other one without redoing it all?

Welcome to the QuickBooks family, @Tblasier.

 

I can provide the necessary information you need about creating transactions in QuickBooks Desktop. Currently, exporting transactions such as estimates is still unavailable in the program.

 

You'll need to delete and re-enter the details into the correct company file. If you need to get a copy for reference, I suggest you save it as a pdf file.

 

Here's how:

 

  1. Click the Customers tab and select Customer Center.
  2. Go to the Transactions tab.
  3. Choose Estimates.
  4. Double-click the transaction.
  5. Press the Save drop-down at the top.
  6. Select Save As PDF

I appreciate your input, and I'll make sure to let our product engineers know about the workflow you need. We always update the features in QuickBooks, and this preference might be added in the future.

 

Meanwhile, I've attached an article you can visit for feature reference about using IIF files: Export, import, and edit IIF files.

 

Please know that I'm just a post away if you have any other questions. Have a great day ahead.

Level 15

I run 2 businesses on quickbooks made an estimate in the wrong business. Can I transfer the long estimate to the other one without redoing it all?

Need to get in touch?

Contact us