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totalconstder
February 5, 2019
Question

What are the steps to change the estimate number

  • February 5, 2019
  • 1 reply
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1 reply

MichaelDL
MichaelDL
February 5, 2019

Good afternoon, @totalconstder.

 

I have just the steps you're looking for. I'll guide you through changing the estimate number below:

 

Changing Transaction Numbers

  1. Begin by enabling the setting from the Gear icon (⚙) > Account and Settings > Sales tab > Sales Form Content section > set Custom Transaction Numbers to On > click Save and then Done.
  2. Navigate to the Estimate that you'd like to update the number on. These items are generally listed on the Sales tab > All Sales section. Click to open it.
  3. Edit the number in the Estimate no. field. Select Save and close.
  4. Beginning with your next Estimate, the counter will start on the immediately following number. For example, if you had entered ABC-1, the next entry will be numbered ABC-2 automatically.

Check out our guide on custom transaction numbers for more information. I'm attaching a video below in which I set up a custom sequence for a Journal Entry:

 

With these instructions, changing Estimate transaction numbers is a breeze. Please touch base with me here should you have any additional questions or concerns, I want to make sure you're taken care of. Thanks for reaching out, wishing you and your business continued success in all future endeavors.

    V
    VCW
    May 30, 2019

    Can I change where the estimate count begins without affecting the invoice numbers?  The invoice number count is fine right now, but the estimate numbers are in the same numerical range and are confusing, so I'd like to change them, but ONLY the estimates.

    Rose-A
    Rose-A
    May 30, 2019

    Hello, VCW.

    I'm here to lend a helping hand in changing your estimates numbers without affecting your invoice number in QuickBooks Online.

     

    To answer your question, yes, you can change the estimate numbers without affecting the invoice numbers. You can also put letters to your estimate numbers to avoid confusion.

     

    Here's how:

     

    1. Click the Plus icon and choose Estimate.
    2. You can enter E (for Estimate) and number.
    3. Hit Save and close.

    Every time you create your estimates it will follow the last sequence number you used for estimates.

     

    You may find this article helpful: https://quickbooks.intuit.com/community/Help-Articles/How-to-change-the-invoice-number-on-sales-forms/m-p/186371.

     

    That's it! You can always get back to me if you need more help in changing your estimate numbers. You have a wonderful day.

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