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Memorize an estimate for future use

Why memorize?

Why memorize?

To do this task

  1. Go to the Customers menu and click Create Estimates. Shortcut

  2. Fill in the line items that you want to appear on the memorized estimate.

    QuickBooks automatically memorizes an estimate without a customer:job name. Likewise, if the information in other fields changes with each estimate you prepare, leave them blank when you memorize the form. For example, you can enter items, but not quantities.

  3. Go to the Edit menu and click Memorize Estimate.

  4. Enter a name that will help you recognize this estimate when you look for it on the Memorized Transaction list.

  5. Make sure that the How Often field says Never and leave the other fields in the Memorize Transaction window empty.

  6. Click the OK button to memorize the estimate.

See also

4/25/2017 3:15:03 PM
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