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you can export a list of estimates with details from the export option in all sales options in the sales menu.
Hi
I want to create the list of estimates example 100 estimates and upload the same in quickbooks is it poosible.
If yes, please let me know the procedure
TIA
Hello there, savithavk.
I'd like to provide some information about importing lists of estimates in QuickBooks Online.
Currently, there's no option where we can upload the 100 estimates in your book. However, we can look for compatible third-party applications to bring them within QuickBooks Online successfully. Once you've found one, it'll help you in saving your time when importing the 100 estimates in QBO.
Here's how:
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Prepare your data with the following template
RefNumber | Customer | TxnDate | ExpirationDate | Status | AcceptedBy | AcceptedDate | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | ToBePrinted | ToBeEmailed | Currency | ExchangeRate | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
102 | Leonard Walker Inc | 01/10/2020 | 31/12/2020 | Pending | Net 30 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | [email address removed] | Y | N | Software | 1 Year Warranty | 1 | 25 | TAX | |||||||||||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | 31/12/2020 | Pending | Net 30 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | [email address removed] | Y | N | Extended Warranty | 1 Year Extended Warranty | 1 | 5 | TAX | |||||||||||||||||||||||||||||
103 | Lisa Smith | 01/10/2020 | 31/12/2020 | Accepted | Lisa | 10/10/2020 | Net 30 | 19 Jerico Drive | Bensalem | PA | 84256 | We appreciate your business! | [email address removed] | N | Y | Gift Certificate | $50 Gift Certificate | 1 | 50 | NON | |||||||||||||||||||||||||||
103 | Lisa Smith | 01/10/2020 | 31/12/2020 | Accepted | Lisa | 10/10/2020 | Net 30 | 19 Jerico Drive | Bensalem | PA | 84256 | We appreciate your business! | [email address removed] | N | Y | Magazine Subscription | Annual Magazine Subscription | 2 | 12 | NON | |||||||||||||||||||||||||||
103 | Lisa Smith | 01/10/2020 | 31/12/2020 | Accepted | Lisa | 10/10/2020 | Net 30 | 19 Jerico Drive | Bensalem | PA | 84256 | We appreciate your business! | [email address removed] | N | Y | Music Titles | Artist CDs | 3 | 12.5 | NON | |||||||||||||||||||||||||||
103 | Lisa Smith | 01/10/2020 | 31/12/2020 | Accepted | Lisa | 10/10/2020 | Net 30 | 19 Jerico Drive | Bensalem | PA | 84256 | We appreciate your business! | [email address removed] | N | Y | Tee Shirt | Player Tee Shirt | 1 | 15 | NON |
the utilize TPImporter
https://transactionpro.grsm.io/qbo
Hi,
you can easily achieve this by using third party apps available in Appstore.
Try out Skyvia Add-in for Excel. It is easy to use and doesn't require coding. All you need is just add it to Excel interface. (https://skyvia.com/excel-add-in/quickbooks)
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