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j.allan
Level 1

How do i retrieve estimate that I was JUST working on for over an hour and then as soon as pressed the "SAVE" button, it was lost and nowhere to be found!!!

 
8 Comments 8
Charies_M
Moderator

How do i retrieve estimate that I was JUST working on for over an hour and then as soon as pressed the "SAVE" button, it was lost and nowhere to be found!!!

Thanks for coming here today, j.allan.

 

If the estimate was successfully saved, you should be able to see it on your Recent Transactions list when you click the search icon. I've attached a sample screenshot below:

 

Otherwise, you can use the Audit Log to track your estimates.

 

To do that:

  1. Go to the Gear icon and select Audit Log.
  2. Select Filter.
  3. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  4. Click Apply.

Learn more about using the Audit Log Feature through this article: Use the audit log in QuickBooks Online.

 

If you can't find it, then you'll need to recreate the estimate and make sure to save it. You can check out this article for the steps: Set up and use estimates.

 

You might also want to check out this article for more tips on how to customize your templates including estimates in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Anything else you need help with estimates, just let me know by leaving me a reply below. Have a great day ahead!

Charies_M
Moderator

How do i retrieve estimate that I was JUST working on for over an hour and then as soon as pressed the "SAVE" button, it was lost and nowhere to be found!!!

Hi, j.allan.


Hope you’re doing great. I wanted to see how everything is going about retrieving the estimate you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

axeofalltrades
Level 1

How do i retrieve estimate that I was JUST working on for over an hour and then as soon as pressed the "SAVE" button, it was lost and nowhere to be found!!!

Just had to do some googling around to find this. It's incredible that you need to dig around so much to find an estimate that you work on and save. For a software suite that costs as much as this does how is it not a built in feature with a tab you can easily track and refer to to keep track of estimates? Please get this fixed and added in an update

Mm1107
Level 1

How do i retrieve estimate that I was JUST working on for over an hour and then as soon as pressed the "SAVE" button, it was lost and nowhere to be found!!!

I previously had an estimated tab on the left side and suddenly it is gone. How do I fix this?

JonpriL
Moderator

How do i retrieve estimate that I was JUST working on for over an hour and then as soon as pressed the "SAVE" button, it was lost and nowhere to be found!!!

Hi there, @Mm1107! I'll help view your estimates.

 

As of the moment, there isn't an integrated way to access estimates from one of the left-navigation menus in QuickBooks Online. But you can customize the display of your sales transaction to see the list of created estimates. I'll show you how.

 

  1. Go to Sales.
  2. Choose All sales.
  3. Select Filter.
  4. Under All transactions, select Estimates.
  5. Click Apply.

 

I've also included this reference helpful for the steps in customizing your sales transaction template to attract more customers: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online

 

Let me know if you have any additional questions about working with estimates using the Reply option below. I'm here to ensure your continued success. Take care and stay safe!

Christianfekete
Level 1

How do i retrieve estimate that I was JUST working on for over an hour and then as soon as pressed the "SAVE" button, it was lost and nowhere to be found!!!

I tally agree. , this is ridiculous it is so convovulated that next time you will need to google it again. I know I did it again.

Quickbooks! FIX IT. NOW

Cannonball5
Level 1

How do i retrieve estimate that I was JUST working on for over an hour and then as soon as pressed the "SAVE" button, it was lost and nowhere to be found!!!

what a pile of crap this software is.. I saved an estimate. Zero clue how to pull it back up after spending an hour on it

JayKayBuilding Contractors
Level 1

How do i retrieve estimate that I was JUST working on for over an hour and then as soon as pressed the "SAVE" button, it was lost and nowhere to be found!!!

this has happened to me too 3 hours wasted.

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