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Recall an estimate you've memorized

To do this task

  1. Go the Lists menu and click Memorized Transaction List. Shortcut

  2. Select the estimate you want to use.

  3. Click Enter Transaction.

  4. In the Customer:Job field, enter the name of the customer or job for whom you are writing the estimate.

  5. Make any changes or additions you want to the prefilled information.

    This does not change the memorized estimate—you will be able to reuse the memorized estimate as you originally recorded it.

  6. Save the estimate.

See also

11/17/2017 1:03:03 PM
PPRDQSSWS900 9142 Pro 2018 cf0090