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Feb 17, 2022 8:04 AM UTC
Question

Good day, Is it possible to convert quotes into Excel format?

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1 reply

Feb 17, 2022 11:07 AM UTC

Hello there, michael-tmsfaste.

 

You'll be glad to know that you can convert an estimate to Excel.

 

​​​​​​Here's how: 
 

  1. From the left menu, choose Sales then All Sales.
  2. On the All Sales page, click the Filter.
  3. Under Type, tap Estimates.
  4. Set your date range and any other filters you need, then Apply.
  5. Hit Export to Excel.

 

For more information about exporting data to Excel, you can check this article: Export data, reports, lists, and more from QuickBooks Online.

 

Additionally, I've included this article if you need to customize the sales form: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep on posting here if you have other concerns in handling your data. I'll be here!