Prepare your Estimate data with the following template
Customer | Transaction Date | RefNumber | PO Number | Class | Template Name | To Be Printed | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Contact Name | First Name | Last Name | Rep | Terms | Due Date | Customer Message | Memo | Cust. Tax Code | Item | Quantity | Description | Price | Item Line Class | FOB | Customer Acct No | Markup | Markup is Percent | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | Currency | Exchange Rate | Sales Tax Code | |
Home Town Bank | 01/10/2020 | 100 | 999 | Y | Home Town Bank | One Hundred State Street | Anytown | NJ | 12345 | USA | Home Town Bank | One Hundred State Street | Anytown | NJ | 12345 | USA | (123) 456-7890 | Net 30 Days | Remodel | Cabinet | 2 | Cabinets | 1000 | Non | ||||||||||||||||||||||||||||
Home Town Bank | 01/10/2020 | 100 | 999 | Y | Home Town Bank | One Hundred State Street | Anytown | NJ | 12345 | USA | Home Town Bank | One Hundred State Street | Anytown | NJ | 12345 | USA | (123) 456-7890 | Remodel | Hardware | 4 | Hardware | 100 | Non | |||||||||||||||||||||||||||||
Jane's Supermarket | 01/10/2020 | 200 | 123 | N | Jane's Supermarket | One Main Street | Anytown | NJ | 12345 | USA | Jane's Supermarket | One Main Street | Anytown | NJ | 12345 | USA | (999) 999-9999 | Rehab | Wood Door | 1 | Wood Door | 500 | Non | |||||||||||||||||||||||||||||
Johnnies Sunoco | 02/10/2020 | 201 | N | Johnnies Sunoco | 1 North Street | Anytown | NJ | 12345 | USA | Johnnies Sunoco | 1 North Street | Anytown | NJ | 12345 | USA | Rehab | Flooring | 100 | Wood Flooring | 10 | Non |
then use one of these importer tools
https://get.transactionpro.com/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2