How to Edit an Estimate in QuickBooks Online

Editing Estimates in QuickBooks Online can be tedious, especially when you have to make changes to multiple Estimates one by one. While QuickBooks does offer a direct editing feature, it's not very practical for bulk edits. If you're searching for "How to Correct an Estimate in QuickBooks," you're in the right place. In this blog, we'll show you how to easily bulk edit Estimates using SaasAnt Transactions. Read on to find the step-by-step easy instructions.

How to Edit Estimates in QuickBooks: Quick Instructions

• Connect SaasAnt Transactions with QuickBooks

• Select entity as Estimates and use an advanced filter to search

• Download Estimates 

• Bulk edit and upload using Modify

• Rollback (if needed)

How to Edit Estimates in QuickBooks Online: Step-by-Step Guide

Here are the steps to bulk edit and upload Estimates. 

Step 1: Connect with SaasAnt Transactions

Find SaasAnt Transactions in the QuickBooks App Store and connect it to your QuickBooks account. SaasAnt Transactions is a certified, secure app that keeps your data safe and well-managed.

Step 2: Entity Selection

Go to SaasAnt Transactions Dashboard -> Export. Select Estimates in the Transaction List drop-down menu.

Step 3: Advanced Filter

Choose a date type, such as search by transaction date, created date, or last updated date. Select the date range and mapping template and click on search. 

Step 4: Select Download Format

A list of Estimates for the chosen date type and range will be displayed. Click Download and select whether you want to download the file in .XLSX or .CSV format. You can also uncheck the checkbox of a particular Estimate if you don’t want that specific transaction in the downloaded file. 

Step 5: Download

Check your downloads folder to view the downloaded file and make the necessary changes. 

For example, if you need to edit the date format, you can use find and replace to change it in one go. Sometimes, you might need to change the amount of a product or service in multiple Estimates. In such cases, this bulk edit option comes in handy. 

Step 6: Modify

Go to SaasAnt Transactions Dashboard -> Modify -> Select Estimates from Customer Transactions. 

Step 7: File Uploading

Upload the file to which you have made changes or enter the Google Sheet link. 

Step 8: Mapping

Mapping matches the fields in QuickBooks to those in the imported file. 

For example, when you select a QuickBooks entity as Estimates, QuickBooks attributes for the Estimates, such as the bill number, will appear on the left. If your file lists the Bill Number under S.No, you must map it correctly.

Preview Mapping shows you how the fields would be mapped in QuickBooks.

Step 9: Review and Update

Review the data mapped to avoid mistakes and ensure the accurate alignment of all details. SaasAnt Transactions facilitates data review and corrections, helping you identify and resolve errors. Click on Update QuickBooks. 

Step 10: Rollback (if needed)

Once the data is uploaded, click on Show Results. Upon successful import, the list of Estimates uploaded will appear with their reference number. Click on the reference number to verify if that particular Estimate has been uploaded into QuickBooks. 

You can also delete the uploaded Estimates by clicking the delete button. 

Live Editing Estimates

If you are looking for a way to skip downloading and just edit live, SaasAnt Transactions has got you covered. 

Step 1: Edit by Searching/Reference Number

Go to SaasAnt Transactions Dashboard -> Live Edit -> Select edit by searching if you want to search using date range or edit by reference if you know the reference numbers.  

Step 2: Entity Selection

Once you select the QuickBooks entity as Estimates and enter the date range or reference number, you will get the list of Estimates created for the specified condition. Select the Estimates you wish to edit, make the necessary changes, and submit.

Step 3: Upload and Check

Once the data is uploaded, click on Show Results. Upon successful import, uploaded data will appear with their reference number. Click on the reference number to verify if that data has been uploaded into QuickBooks.

Step 4: Rollback (if needed)

If there is an import issue, you will get an error report, and SaasAnt Transactions will offer suggestions to resolve the issue. 

You can also roll back (undo) the imported data if needed. 

For a more detailed explanation, here’s a video you can watch - How to edit the transactions in Quickbooks using SaasAnt Transactions?

Conclusion

Editing Estimates in QuickBooks is essential for maintaining accurate financial records and ensuring your business runs smoothly. By understanding the difference between editing payments one at a time and using bulk updates, you can choose the method that works best for you. While the manual approach can be tedious, SaasAnt Transactions offers a practical solution for making multiple edits quickly and easily. Plus, you can try it out with a 30-day free trial—no credit card required. 

FAQ

How to export multiple estimates from QuickBooks?

You can export multiple estimates from QuickBooks using SaasAnt Transactions. Integrate SaasAnt Transactions with QuickBooks -> select the entity as estimates to export -> search for estimates based on the created date or transaction date -> enter a date range or use the advanced filter. Please select whether you want to download it in XLSX or CSV format. 

How do I delete multiple estimates in QuickBooks?

Connect SaasAnt Transactions with QuickBooks. Go to SaasAnt Transactions Dashboard -> delete -> select the required transaction entity as estimates -> use date range filter or advanced filter to search -> delete. 

How to bulk import estimates in QuickBooks?

Integrate SaasAnt Transactions with QuickBooks. Go to SaasAnt Transactions dashboard -> New Import -> Select the required entity as Estimates -> Browse and select the file -> Map the fields in the file to QuickBooks fields -> Upload the file to import Estimates into QuickBooks.

Can I bulk-edit estimates in QuickBooks?

Yes, you can bulk edit estimates in QuickBooks by integrating SaasAnt Transactions. Go to SaasAnt Transactions dashboard -> export -> select the entity as estimates -> use the filter to search by date or reference number. A list of estimates matching the filter will be displayed. Select whether you want to download it in XLSX or CSV format. Make changes to the downloaded file and use the modify feature to upload the modified file.