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alex_stronghold
Level 1

Importing an Estimate?

Seeking some way to import an estimate -- typically an Excel or comma-delimited file -- directly into QB (preferably Online) such that it is recognized as an estimate (whether mapped manually or automatically).

 

Based on cursory web searches and perusing this forum, it appears that the only way to import anything -- estimate or otherwise -- into the transactions database is as an .iif.

Further, based on the existence of many plugins that claim to offer interoperability with Excel, my current best guess is that such a transmittal would entail a somewhat involved conversion process.

 

Seeking confirmation or advice either way. Thanks.

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