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S
selfservicesucks
March 23, 2021
Question

On open estimates, almost completed, almost everything gets deleted

  • March 23, 2021
  • 1 reply
  • 1 view
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1 reply

S
selfservicesucksAuthor
March 23, 2021

I'm not sure why, but my entire message didn't get posted. So here it is. Hope someone sees it and helps!

 

On open estimates, almost completed, almost everything entered gets deleted & all of the columns are shrinking their widths for no reason. Any idea why? Can you help, please? Thanks!

T
TirzahC
Level 4
March 23, 2021

Welcome to QuickBooks Community! I'm here to clear things out for you, @selfservicesucks.

 

You can pull up the list of open estimates you entered by Customer report in QuickBooks Online and filter it by status.

 

Follow these steps: 

  1. Go to the Reports tab, and then select Estimates by Customer.
  2. Click the Customize button and set the right reporting date, columns, and Filter it also.
  3. From the Filter section, find the Estimate Status drop-down any of the options.
  4. Select Run Report. 

 I've added a link as your reference: Run reports in QuickBooks Online. It covers the links to do more with reports.

 

 

If you have additional questions, please place a comment below. I'd be happy to help anytime. Take care, as always!

S
selfservicesucksAuthor
March 23, 2021

Hello and thank you for your response. However, I wasn't trying to pull up a list of open estimates.

As I described in my original message, I am having an issue with the following:

As I have an estimate open and I am working on it, entering information, almost finished... and QuickBooks deletes almost everything that I have entered into the fields, and also all columns shrink their width for no reason. Any idea why that's happening?? It's very frustrating! It's happened more than once, and I have to re-enter all info which is a waste of my time. Hope you can help.

Thanks,

Rolando

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