Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello, a helpful topic for you about estimates
https://quickbooks.intuit.com/learn-support/en-us/estimate-costs/set-up-and-use-estimates/00/186122
Hi there, John180.
I'll guide you through how to delete an estimate in QuickBooks Online. Here's how:
1. In the navigation bar on the left, go to Sales, then open your All Sales tab.
2. Locate and click on the one that needs to be removed. Use the Filter button and/or other sorting options if necessary.
3. Hit More.
4. Select Delete.
5. Choose Yes.
The record will now be deleted from your books.
Here's a resource about using estimates which might come in handy: How to Send Estimates, Quotes, & Proposals
If you have any other questions, feel free to respond in this thread. I'll be here to help. Enjoy the rest of your day!
How do you delete or change the status of pending estimates in bulk? It takes too long to go through hundreds of estimates manually to change the status to rejected or delete them.
Hello there, steve47232.
The option to modify the status or delete the estimate in bulk isn't available. However, you can look for a third-party application that can do this one.
You can look for an app through this link: apps.intuit.com.
If you want to view all your customer's estimates, you can run the Estimates by Customer report. Then, you can click the Customize button to add or remove some filters.
I'm just a post-away if there's anything that I can help with. Take care!
Can i erase/delete an estimate that is rejected if that month is already reconcile?
Yes, you can definitely do that, Erikaestrada.
Estimates are non-posting transactions that do not impact your bank and income accounts. Removing them won't affect your reconciliation. Feel free to follow the steps I've below:
Need to personalize and design the quotes that you send to your customers? Check out this article to learn how: Customize sales forms.
As always, you can find me here if you have any product-related questions or queries. Assistance is just a post away. Happy Holidays!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here