@Amber Tran
Prepare the Estimate data with the following template
| RefNumber | Customer | TxnDate | ExpirationDate | Status | AcceptedBy | AcceptedDate | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | ToBePrinted | ToBeEmailed | Currency | ExchangeRate | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
| 101 | Janice Johnson | 01/10/2020 | 31/12/2020 | Pending | | | Net 30 | | | 110 Main Street | Suite 2000 | | | Dallas | TX | 99875 | | | | | | | | | | Special Handling | Thank you for your order! | [email address removed] | N | Y | | | | | | 0.02 | | | | | MP3 Player | Blue MP3 Player | 2 | 55 | | | TAX |
| 101 | Janice Johnson | 01/10/2020 | 31/12/2020 | Pending | | | Net 30 | | | 110 Main Street | Suite 2000 | | | Dallas | TX | 99875 | | | | | | | | | | Special Handling | Thank you for your order! | [email address removed] | N | Y | | | | | | 0.02 | | | | | Leather Case | Leather Case | 2 | 10 | | | TAX |
| 101 | Janice Johnson | 01/10/2020 | 31/12/2020 | Pending | | | Net 30 | | | 110 Main Street | Suite 2000 | | | Dallas | TX | 99875 | | | | | | | | | | Special Handling | Thank you for your order! | [email address removed] | N | Y | | | | | | 0.02 | | | | | Gift Cards | Gift Cards | 2 | 5 | | | TAX |
| 102 | Leonard Walker Inc | 01/10/2020 | 31/12/2020 | Pending | | | Net 30 | | | 9 Winding Road | | | | Winchester | NY | 12345 | | | | | | | | | | | Thank you for your order! | [email address removed] | Y | N | | | | | | | | | | | Handhelds | Portable Game Player | 1 | 100 | | | TAX |
| 102 | Leonard Walker Inc | 01/10/2020 | 31/12/2020 | Pending | | | Net 30 | | | 9 Winding Road | | | | Winchester | NY | 12345 | | | | | | | | | | | Thank you for your order! | [email address removed] | Y | N | | | | | | | | | | | Software | 1 Year Warranty | 1 | 25 | | | TAX |
| 102 | Leonard Walker Inc | 01/10/2020 | 31/12/2020 | Pending | | | Net 30 | | | 9 Winding Road | | | | Winchester | NY | 12345 | | | | | | | | | | | Thank you for your order! | [email address removed] | Y | N | | | | | | | | | | | Extended Warranty | 1 Year Extended Warranty | 1 | 5 | | | TAX |
| 103 | Lisa Smith | 01/10/2020 | 31/12/2020 | Accepted | Lisa | 10/10/2020 | Net 30 | | | 19 Jerico Drive | | | | Bensalem | PA | 84256 | | | | | | | | | | | We appreciate your business! | [email address removed] | N | Y | | | | | | | | | | | Gift Certificate | $50 Gift Certificate | 1 | 50 | | | NON |
| 103 | Lisa Smith | 01/10/2020 | 31/12/2020 | Accepted | Lisa | 10/10/2020 | Net 30 | | | 19 Jerico Drive | | | | Bensalem | PA | 84256 | | | | | | | | | | | We appreciate your business! | [email address removed] | N | Y | | | | | | | | | | | Magazine Subscription | Annual Magazine Subscription | 2 | 12 | | | NON |
then utilize an importer tool
https://transactionpro.grsm.io/qbo
