Deleting an estimate

Use caution

Deleting an estimate removes it completely from QuickBooks. Do not delete estimates that you may want to turn into invoices or see in reports (for example, you can create a report that compares estimated costs against the actual costs of a job).

To delete an estimate:

  1. Choose Lists > Customer:Jobs.
  2. From the list, select the customer or job whose estimate you want to delete.
  3. Choose Estimate from the Action pop-up menu ( image).
  4. Choose Edit > Delete Estimate.

To delete many old estimates, and consolidate other, older transactions, you can condense your QuickBooks data as of a specified date in the past.