Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
S
selfservicesucks
March 23, 2021
Question

On open estimates, almost completed, almost everything gets deleted

  • March 23, 2021
  • 1 reply
  • 5 views
No text available

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!

L
LollyNino_CQuickBooks Team
QuickBooks Team
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


Hello there, @selfservicesucks. 

 

 

Welcome to the Community. I'd be glad to assist you with estimates not saving. 

 

 

One of the reasons you are having this issue is that you have clicked Save and new, which would open up a new estimate and could seem like all of the work was deleted. Check your recent estimates by clicking on the history button in the left corner at the top of the page and maybe the estimate was created.

 

If you're ever unsure about what information has been entered, one option that you have is to check the Audit Log, which keeps a record of actions within QuickBooks Online. 

 

You can follow these steps below: 

 

  1. You need to sign in as an admin to access the audit log. 
  2. Go to Settings ⚙and select Audit Log.
  3. Select Filter.
  4. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  5. Select Apply. 
  6. To open the audit history, select View in the History column. 

 

 

Also, you can go to the Manager users menu. This lets you view the activities performed by your users. 

 

 

Here's how:  

  1. Go to the Gear (Settings) icon at the upper right.
  2. Select Manage Users under Your Company.
  3. Locate a user and click View user activity from the Action column as seen in the screenshot below. 

Moreover, you can use the audit history feature to view the changes and the person who made them. Also, you can check out this article about reports in QuickBooks Online. 

 

 

You may want to check these articles for additional details about estimates:

 

Please let us know if you need more help with your transaction reports. Have a good one! 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement