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November 17, 2023
Question

Can I import an estimate into my quickbooks online account?

  • November 17, 2023
  • 2 replies
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2 replies

Rubielyn_J
November 17, 2023

Welcome to the Community forum, @joy57

 

I see how importing estimate are crucial for streamlining the process of creating invoices, tracking project progress, and maintaining accurate financial records.

 

Currently, you can only import the following information to QuickBooks Online:
 

  • Bank Data, Customers
  • Vendors, Chart of Accounts
  • Products and Services, Invoices.

 

Given that the estimate isn't on the list, I recommend visiting our App Store and looking for a third-party app that integrates well with QBO and allows you to import estimates into QBO. You can also do this inside your company by going to the Apps menu on the left panel.

 

Additionally, you may customize the appearance of your estimates and other sales forms. This allows you to incorporate business-specific information and control the details visible to your customers.

 

If you have further concerns regarding importing estimates, please feel free to tag my name. I'm here to listen and collaborate with you to enhance your experience with us.

November 17, 2023

@joy57 

Prepare your Estimate data with the following template

RefNumberCustomerTxnDateExpirationDateStatusAcceptedByAcceptedDateSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailToBePrintedToBeEmailedCurrencyExchangeRateShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/202031/12/2020Pending  Net 30  110 Main StreetSuite 2000  DallasTX99875         Special HandlingThank you for your order![email address removed]NY     0.02    MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/202031/12/2020Pending  Net 30  110 Main StreetSuite 2000  DallasTX99875         Special HandlingThank you for your order![email address removed]NY     0.02    Leather CaseLeather Case210  TAX
101Janice Johnson01/10/202031/12/2020Pending  Net 30  110 Main StreetSuite 2000  DallasTX99875         Special HandlingThank you for your order![email address removed]NY     0.02    Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/202031/12/2020AcceptedLisa10/10/2020Net 30  19 Jerico Drive   BensalemPA84256          We appreciate your business![email address removed]NY          Gift Certificate$50 Gift Certificate150  NON

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo