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Sep 4, 2021 4:54 PM UTC
Question

Acountant Copy out and cannot save estimate

We have an accountant's copy out, are unable to switch to single user (which is fine) BUT, we just spent an hour creating an estimate and cannot save it because the accountant copy is out and restrictions are in place. We cannot remove restrictions as I cannot go into single-user mode without losing the estimate. We have tried changing all dates, on estimate and also from home page of QB. Any thoughts how to save estimate without losing the work? (Desktop 2019)

2 replies

BrittyMacAuthor
Sep 4, 2021 6:46 PM UTC

Found the solution: FYI if anyone looking. Select "Memorize Transaction" from top of Estimate, it is then saved as a template under Memorized Transactions from the "Lists" menu

Sep 6, 2021 9:19 PM UTC

Hi BrittyMac.

 

Awesome job finding a solution for that and it's great that you took the time to share it with us here. This is what QuickBooks Community is all about! Thanks for taking the time to share.

 

Have a great day!