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alex_stronghold
December 27, 2022
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Importing an Estimate?

  • December 27, 2022
  • 1 reply
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Seeking some way to import an estimate -- typically an Excel or comma-delimited file -- directly into QB (preferably Online) such that it is recognized as an estimate (whether mapped manually or automatically).

 

Based on cursory web searches and perusing this forum, it appears that the only way to import anything -- estimate or otherwise -- into the transactions database is as an .iif.

Further, based on the existence of many plugins that claim to offer interoperability with Excel, my current best guess is that such a transmittal would entail a somewhat involved conversion process.

 

Seeking confirmation or advice either way. Thanks.

Best answer by JaeAnnC

I appreciate the follow-up question, Alex. Let me step in and provide additional information about the limitations of importing files into QuickBooks Online (QBO).

 

Yes. Currently, we're unable to import estimate transactions using IIF and CSV files to all QBO plans, including Advanced. It's only available in QuickBooks Desktop (QBDT). However, we can consider my colleague's suggestion above about manually entering them or visiting the QuickBooks App Center to look for a third-party app we can use. 

 

Here's a collection of frequently asked questions about importing files: Common questions about importing data to QuickBooks Online. It contains the list of transactions you can import and more relevant information about transferring data to QBO.

 

Moreover, you may create a personalized look for your estimates and other sales forms. This way, you can include information relevant to your business and decide what details your customers can view.

 

Feel free to visit the Community if you have additional questions about managing estimates. We're here to make sure your concerns are well-taken care of. Have a nice day.

1 reply

F
FateCandylaneT
December 27, 2022

Hello there, Alex. It's great to have you posting your concern here in the QuickBooks Community.

 

When importing estimate transactions using an IIF and CSV file to QuickBooks Online (QBO), the option to import them is currently unavailable. However, we can enter them manually or use a third-party app that you can utilize as a workaround.

 

To help you look for a third-party app, here's how:

 

  1. Go to the QuickBooks Apps Store.
  2. From the search bar, enter a keyword of the feature you need. Example: Remittance advice.
  3. Select the app you want to use.

 

Moreover, when a customer accepts your estimates, you can convert them into an invoice and process their payments. 

 

Keep us posted if you need additional assistance with estimates. The Community is always here to help. Keep safe!

A
alex_strongholdAuthor
December 27, 2022

"When importing estimate transactions using an IIF file and CSV file to QuickBooks Online (QBO), the option to import them is currently unavailable. It is only applicable to QuickBooks Desktop (QBDT)."

 

Does this also apply to the Quickbooks Online Advanced App?

JaeAnnC
JaeAnnCAnswer
December 27, 2022

I appreciate the follow-up question, Alex. Let me step in and provide additional information about the limitations of importing files into QuickBooks Online (QBO).

 

Yes. Currently, we're unable to import estimate transactions using IIF and CSV files to all QBO plans, including Advanced. It's only available in QuickBooks Desktop (QBDT). However, we can consider my colleague's suggestion above about manually entering them or visiting the QuickBooks App Center to look for a third-party app we can use. 

 

Here's a collection of frequently asked questions about importing files: Common questions about importing data to QuickBooks Online. It contains the list of transactions you can import and more relevant information about transferring data to QBO.

 

Moreover, you may create a personalized look for your estimates and other sales forms. This way, you can include information relevant to your business and decide what details your customers can view.

 

Feel free to visit the Community if you have additional questions about managing estimates. We're here to make sure your concerns are well-taken care of. Have a nice day.

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