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May 21, 2024
Question

When deleting an estimate, what does the client see? Trying to account for some version control.

  • May 21, 2024
  • 1 reply
  • 2 views
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1 reply

MsNorthPND1881
QuickBooks Team
May 21, 2024

Thank you for reaching out to QuickBooks Community. I can answer your query about deleting an estimate, Maria.

 

If you haven't sent the estimate email to your client yet, deleting it won't affect them. However, if they've already received it, they will still have a copy in their inbox. However, clicking the Print or save button within the email will no longer route them to the form. A "Temporarily unavailable" error message will appear.

 

For details, to learn about the different options for user roles and access permissions: User roles and access rights in QuickBooks Online.

 

In addition,  how to run basic reports in QuickBooks check on this article: Run reports in QuickBooks Online.

 

If you still have other questions regarding the estimate, feel welcome to add a reply below. I'll be glad to answer them for you.