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I
info1207
August 1, 2020
Solved

QuickBooks keeps emailing a client an old estimate in the middle of the night. I did not do this action.

  • August 1, 2020
  • 1 reply
  • 0 views
Anyone else experience this?
Best answer by info1207
Thanks very much for your reply JamesM. Very helpful!! That’s exactly what it was and have now fixed it. Now, how that came to be, would be another mystery to me. I have setup reoccurring payments but never an estimate. Do you know how I would’ve made that happen by mistake? I do not want to do that to another customer.
 
Cheers!
 
Rick C

1 reply

J
JamesM
August 3, 2020

Hi there,

 

QuickBooks is designed to make your work easier. I know how this issue can affect the way you do business especially if you didn't intend to send the estimate. Don't worry, I'll be happy to help straighten this out. 

 

Based on what you've described, it sounds like you have recurring transactions enabled on your account. In QuickBooks Online, you can create templates for recurring transactions, like recurring expenses. You can do this for any transaction except bill payments, customer payments, and time activities. I recommend checking your recurring transactions templates using the steps below: 

  1. Select Settings ⚙️.
  2. Under Lists, select Recurring Transactions.
  3. Select the template you're not using, then select the Action column ▼ drop-down menu and choose Delete.

Deleting the recurring transaction will stop the estimate from being sent to your customer. 

 

Give this a try and if you have questions, I recommend contacting our support team using this link. Otherwise, feel free to leave a comment below. I'll be on standby.

I
info1207AuthorAnswer
August 6, 2020
Thanks very much for your reply JamesM. Very helpful!! That’s exactly what it was and have now fixed it. Now, how that came to be, would be another mystery to me. I have setup reoccurring payments but never an estimate. Do you know how I would’ve made that happen by mistake? I do not want to do that to another customer.
 
Cheers!
 
Rick C
J
JamesM
August 6, 2020

I'm glad you were able to find the recurring transaction. There's a possibility that another user may have created the recurring transaction.  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 User, Date, or Events filter to narrow the results.
  4. Select Apply.  

Give this a try and if you need further assistance, I recommend contacting our support team using this link.

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