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J
Julie 13
February 5, 2025
Question

Delete multiple estimates at one time

  • February 5, 2025
  • 1 reply
  • 0 views

As estimates are non-posting to the accounting of the business, why has QB made it so difficult to do this?  My sales team creates dozens of estimates per day, and I have years of estimates on my system.  Currently the only way to delete an estimate is to go into each individual estimate and delete.  This is a huge amount of time.  People have complained about this before, but I still see no solution from QB.

1 reply

D
Dandie_A
February 5, 2025

I understand that having the ability to batch delete in QuickBooks streamlines your tasks management, Julie. Currently, the ability to batch delete estimates is only available if you're using the QuickBooks Desktop Accountant version. With that in mind, I'm here to help you submit a feedback and explore alternative options to manage your estimates effectively.

 

Considering this, one potential solution can be to coordinate with an accountant who can use the batch delete tool on your behalf. Discussing this task with them could provide a swift resolution.

 

Moreover, I recognize the significance of incorporating this feature and understand how it could enhance your experience. We encourage you to share your insights through the Feedback section in your QBDT. Your input is important and can help shape future improvements to better meet your needs.

 

Here's how to send your request:

 

  1. Go to Help and select Send Feedback Online.
  2. Choose Product Suggestion.
  3. In the Here is my suggestion field, enter your feedback about adding the option to display quarterly amounts.
  4. Fill in the necessary details.
  5. Once done, click Send Feedback.

 

Furthermore, if you are creating an invoice for an estimate, you can find this article useful: Create an invoice in QuickBooks Desktop.

 

If you have any more questions or need further assistance with managing batch estimates in QuickBooks Desktop, please don't hesitate to contact us. We're here to assist and ensure you maximize the benefits of using QuickBooks for your business.

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