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khs
Level 3

How can I export a specific estimate into Excel?

Apparently, Intuit is using their user base to get free tech support for customers. Even a simple task, as exporting a specific estimate into the txt or csv file is too much for them to accomplish. They rathe sell us some useless features that they can charge more for.
I am just trying to compare and optimize a few different estimates, have the same products in one column and then multiple columns with different pricing for some pricing analyses.
Too much to ask it seems for a service like this. It is indeed time to move on and find something better than CrapBook Online.
5 Comments 5
Carneil_C
QuickBooks Team

How can I export a specific estimate into Excel?

Hello there, @khs

 

We do understand that this feature would be a great addition to our product if it were ever available. Having this feature to export specific estimates in QuickBooks Online would give it more flexibility and allow it to be more organized.

 

I recommend passing this information to our Product Team for consideration for implementation in future product updates. However, it still depends on the number of requests we receive from customers.

 

Here's how:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Press Next.

 

You can track the progress of your request by visiting our Feedback forum page.

 

For future reference, you can read through this resource to personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

The Community space is still open for you. So, if you have questions about any transactions or want to share your best practices in QBO, let us know, and we'll be here to help. Take care always.

Fiat Lux - ASIA
Level 15

How can I export a specific estimate into Excel?

@khs 

Use an exporter tool.

khs
Level 3

How can I export a specific estimate into Excel?

This response ist just like any typical response form the Intuit support group: not really helpful.

if I knew how to "use an exporter tool" I would obviously not ask how to do this.

So, what exporter tool and where can your get it?

Also, many reference talk about "exporting a list of estimates". That is not what ai am looking for. As I described, I am j retested in exporting the estimate so that I can use it in Excel. But not in a way that it dumps all information randomly in a single column in Excel. That is useless obviously. You can do that by just copying they r from the PDF, that does not provide any useful results.

Thanks.

Fiat Lux - ASIA
Level 15

How can I export a specific estimate into Excel?

You need like this one?

RefNumberCustomerTxnDateExpirationDateStatusAcceptedByAcceptedDateSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailToBePrintedToBeEmailedCurrencyExchangeRateShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/202031/12/2020Pending  Net 30  110 Main StreetSuite 2000  DallasTX99875         Special HandlingThank you for your order![email address removed]NY     0.02    MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/202031/12/2020Pending  Net 30  110 Main StreetSuite 2000  DallasTX99875         Special HandlingThank you for your order![email address removed]NY     0.02    Leather CaseLeather Case210  TAX
101Janice Johnson01/10/202031/12/2020Pending  Net 30  110 Main StreetSuite 2000  DallasTX99875         Special HandlingThank you for your order![email address removed]NY     0.02    Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/202031/12/2020AcceptedLisa10/10/2020Net 30  19 Jerico Drive   BensalemPA84256          We appreciate your business![email address removed]NY          Gift Certificate$50 Gift Certificate150  NON
khs
Level 3

How can I export a specific estimate into Excel?

No.

as I said, a single estimate, with all of its content, item description, details, prices, quantity etc exported as an Excel file.

what you are showing is a simple report.

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