cancel
Showing results for 
Search instead for 
Did you mean: 
theburpeegroupll
Level 1

Typing on a saved estimate to add to it and it just vanished. everything that I added disappeared. How can I recover?

 
1 Comment 1
IamjuViel
QuickBooks Team

Typing on a saved estimate to add to it and it just vanished. everything that I added disappeared. How can I recover?

I'm here to help you recover your missing estimates., @theburpeegroupll.

 

Let's view your Audit Log to view any changes made on your recorded transactions. This also includes the time in and time out of the user into the system.

  1. Go to the Gear icon.
  2. Choose Audit Log.
  3. From the Filter drop-down, choose the appropriate UserDate, and Events filter.
  4. Select Apply.
  5. Locate the estimates.
  6. From the HISTORY column, select View.
  7. All the information needed for the transaction can be found under the EVENT column.

You can read through these articles to be acquainted with the Audit log feature:

In addition, you can the Transaction List by Customer report, customized to only show estimate transactions. This is in case you have your estimates saved in your company file but you're having problems locating it. Here's how:

  1. Go to the Reports menu.
  2. Select the Transaction List by Customer.
  3. Click the Customize Report button.
  4. Move to the Filters tab.
  5. Search for TransactionType, then choose Estimate.
  6. Hit OK when done.

Let me know in the comment section if you have other questions about managing your transactions. I'd be here for you. Have a great day!

Need to get in touch?

Contact us