Skip to main content
October 3, 2024
Question

I want to enter estimate number manually and with the new update I can't.

  • October 3, 2024
  • 1 reply
  • 0 views
We use a 3rd party format for sending quotes and I want my estimate numbers to match but now I can't change the number.

1 reply

JenoP
October 3, 2024

QuickBooks Online does offer the ability to modify transaction numbers manually, SherylH1. Allow me to help and ensure you can make these adjustments successfully.

 

Could you also provide more details about your experience when attempting to change the estimate number? Did you encounter any specific error messages or difficulties? Understanding the exact situation will help us provide you with precise instructions to successfully edit the transaction number.

 

While waiting for your response, I'd like to provide you with some general troubleshooting steps for common browser issues that might be affecting your ability to edit the transaction number. Here's how:  

 

  1. Use a private/incognito browsing session or restart your browser.
  2. Clear your browser's cache.
  3. Add Intuit as a trusted site.

 

You may also find the following articles helpful when working with estimates in QuickBooks Online: 

 

 

Please don't hesitate to post any follow-up questions or new inquiries you may have regarding recording transactions, syncing data from external apps, and performing general bookkeeping tasks in QuickBooks Online. We're here to provide the assistance you need to ensure you can successfully manage your finances in QuickBooks Online.