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October 6, 2020
Question

Estimates are being deleted

  • October 6, 2020
  • 1 reply
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1 reply

October 6, 2020

Hi there,

 

Among other amazing features, QuickBooks makes it easy to use the estimates feature which saves you time and money. I'd be glad to share more info about so you can get back to doing what you enjoy. 

 

Since estimates are being deleted, let's investigate and see what's going on on your account. The good thing about QuickBooks is that you can see the changes made to your account and who made them using the Audit Log. The Audit Log tracks user login/logout activity, changes to settings, customers, suppliers, and employees.

 

Here are the steps on how to access the audit log:

  1. Go to Settings ⚙ and select Audit Log.
  2. Select Filter.
  3. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  4. Select Apply.  

To create new estimates, check out this helpful article here: Set up and use estimates.

 

Give this a try and if you need further assistance, leave a comment below and I'll make sure to get back to you. If this answer is helpful to you, feel free to mark it as an accepted solution. Other users in the same situation as you will be able to reference this post and get help. Otherwise, here are our contact details in case you need direct support: 

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

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Have a great day!