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R
rosie-aquilainsp
February 4, 2024
Question

Where can I find my Memorized Estimates?

  • February 4, 2024
  • 1 reply
  • 0 views
I am using QB Online and its all so different to me, i cannot find the Memorized estimates i had created using The QB PC Version.

1 reply

S
Sherrie_F
February 4, 2024

I can see the significance of bringing the memorized estimates in QuickBooks Online (QBO), rosie-aquilainsp.

 

There's the same feature of memorized transactions in QBO, it's called recurring transactions. Let me share some insights how to bring the transactions back in QBO:

 

  1. Go to the Gear icon and choose Recurring Transactions.
  2. Click New and select Estimates.
  3. Select OK and enter a Template name.
  4. Choose a Type: Scheduled, Unscheduled, or Reminder.
  5. Complete the remaining fields, then hit Save template.

 

Lastly, I've added these articles in case you need assistance managing your memorized transactions: 
 

 

If you still have further queries about estimates, don't hesitate to let us know by leaving a comment below. We're always here to lend a hand. Stay safe.

R
rosie-aquilainspAuthor
February 4, 2024

Thank you so much for the reply.

Yes, it seems things are different, However, I had some already saved estimates in the previous PC version that I though would come over to the Online QB. So, my other question would be. "Are the previous memorized estimates retrievable?, Or would I have to redo all of the estimates again.? 

S
Sherrie_F
February 4, 2024

I'd be glad to help you with your question, rosie-aquilainsp.

 

In QuickBooks Online (QBO), the previous memorized estimates aren't retrievable. You'll want to create a new recurring template again to have the estimates. Here's how:

 

  1. Go to the Gear icon.
  2. Select Recurring Transactions.
  3. Click New to create a new template or select Edit under the ACTION Column to edit the template.
  4. Add additional details to the recurring estimate.
  5. Once done, hit Save template.

 

For more information about importing or exporting data, you can check out these articles: 

 

Should you need any further queries, let us know by dropping a comment below. We're always here 24/7. Keep safe and have a good one.

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