Hi John,

Could you please explain how to memorize estimates to autopost on a recurring basis? When I do it, QBs has a pop-up alert that says the Customer:Job must be deleted before memorizing. Once clicking OK to that, it memorizes. However, when the time comes for the estimate to autopost, it says that it does not have the Customer:Job information so it does not autopost. In other words, it is deleting the link between the estimate and the specific customer before saving.

Thank you for your help!

Lindsey