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R
rlift
March 19, 2024
Question

Preparing Estimates

  • March 19, 2024
  • 1 reply
  • 0 views

I have been working with Quickbooks for several years.  I have tried to figure out why when preparing an estimate our price does not fill in automatically when a part number is entered, it fills in in the "total" column but only for one item.  Also when a quantity is entered it does not do the math and fill in the "total" for a line item.  When converting to an invoice the estimate "Quantity" does not carry over to the invoice.

1 reply

I
Irene R
March 19, 2024

Welcome to the Community, Angie13.

 

I appreciate your posting in our forums regarding preparing estimates and invoices in your QuickBooks Desktop account. I'm here to share insights to help rectify this issue.

 

Upon checking with our resources here, there are no specific cases reported relating to your concern. You'll want to consider using the QuickBooks Tool Hub in your desktop file to resolve common problems and errors. Let's check first if you've downloaded your QuickBooks Desktop account to its latest release. Once accomplished, let's proceed with downloading and installing the QuickBooks Tool Hub.

 

Here's how:

 

  1.  Close your QBDT. 
  2. Download the most recent version of the QuickBooks Tool Hub (1.6.0.3). Save the file somewhere you can easily find it
  3. Open the file you've downloaded. 
  4.  Complete the on-screen steps to install and agree with these terms.
  5.  Double-click the icon on your Windows desktop to start a tool hub as soon as installation is complete.

 

You can visit this article for more detailed information: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

Additionally, you can check this article that entails guidelines for receiving invoice payments from your customers: Record an invoice payment.

 

Let me know in the comments below if you have additional questions or other QuickBooks-related concerns. I'm always here to help at any time. Keep safe!

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