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karlanllc-gmail-
May 4, 2025
Question

I have created numerous estimates and says “auto saving”, but when I leave and go back in; they are not listed. Where are they?

  • May 4, 2025
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

Rea_M
May 4, 2025

Hello karlan, and welcome back to the QuickBooks Community! I'll make sure to help you locate your estimates so you can keep track of all your sales transactions and monitor your revenue.

 

When you're idle for 1, 2, or 3 hours, the system is designed to sign you out automatically for security reasons. Currently, QuickBooks doesn't have an auto-save feature. Any current work, such as estimates, will not save. To ensure your entries are preserved, please save them manually before exiting or navigating away from the page.

 

After you've saved your estimates, you can easily find them under the Estimates tab in the Sales menu. Feel free to use the filter options for Status and Date to help you locate specific entries quickly and efficiently.

 

 

Once your customers accept the estimates, convert them into invoices. This way, you link them and keep your books accurate.

 

Additionally, have you had a chance to get in touch with our QuickBooks Live Expert Assisted team? They specialize in simplifying revenue and financial management just for you. I encourage you to explore their services, as their expertise could be a valuable resource for all your accounting needs!

 

Effective sales management is essential for keeping accurate records of your business, karlan. Reach out to us in the comments below if there's anything else you need assistance with. I'm just around to assist you further.

karlanllc-gmail-Author
May 6, 2025

This does not work. I still cannot retrieve estimates

KimberlyS
May 6, 2025

You'll need to reenter unsaved estimates, karlan. Let me add more details regarding this matter for clarification, including some troubleshooting to get everything back in order.

 

Beforehand, can you tell us if you're using the QuickBooks Online (QBO) mobile app to create estimates? This detail can help us identify the most appropriate fix to isolate issues with autosaving.

 

If so, we can troubleshoot the application to eradicate the excessive data built up during its operation. These usually cause unexpected behavior, affecting the autosaving feature functionality.

 

Depending on your device, you can refer to the steps below.

 

For Android:

 

  1. Open the QBO app and click the Menu ☰.
  2. Tap More Options ⋮, then select Settings.
  3. Pick Refresh Data and YES to confirm.

 

For iOS:

 

  1. In your device's Settings, choose General.
  2. Select iPhone Storage, then the QBO app.
  3. Click the Offload App to free up storage space without deleting your app's documents and data.
  4. Return to your Home Screen, then locate and tap the app icon to reactivate it.

 

After that, relaunch the application and begin recreating the estimates. Once unsaved, the option to retrieve them is currently unavailable in the QBO app. Also, please ensure a reliable internet speed to autosave these entries accordingly.

 

If the issue persists, I recommend uninstalling and reinstalling the software to remove all related data from your device and refresh the system.

 

Alternatively, you can import estimates in bulk through your device or web browser if you have QBO Advanced. If you've a different subscription, this is currently not an option. However, you can explore and integrate a third-party app with QBO to meet your needs.

 

Once you've converted estimates to an invoice after customers have accepted them, ensure to record corresponding payments to keep your account balanced.

 

We're always equipped with information and resources to answer inquiries with the QuickBooks Online mobile app, specifically about creating and updating estimates. Drop by this thread, and we'll respond to you promptly.

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