What does this article help you do?

This guide shows how to bulk delete estimates from QuickBooks Online using SaasAnt Transactions Online, so you can clean up issues such as duplicate estimates, estimates created by mistake, incorrect customers, incorrect amounts, incorrect dates, or estimates created for the wrong products or services, without deleting them one by one.

Why use SaasAnt for deleting estimates?

SaasAnt Transactions Online lets you search with filters, review the matching estimates, take a backup, and delete multiple estimates in a few clicks.

What should you have before you start?

You need:

• SaasAnt Transactions Online installed from the QuickBooks App Store (30-day trial available)

• A QuickBooks Online company connected to SaasAnt Transactions Online

How do you bulk-delete estimates in SaasAnt?

Step 1: How do you open SaasAnt Transactions Online?

• Open the QuickBooks App Store

• Install SaasAnt Transactions Online and connect your QuickBooks Online company

• Launch SaasAnt Transactions Online

Step 2: Where do you start the delete flow?

• From the SaasAnt dashboard, select Delete

• On the setup screen, select Ready to clean up

Step 3: Which delete method should you choose?

Choose one:

• Delete by Reference: Use this when you already know the exact estimate numbers or reference values you want to delete.

• Delete by Searching: Use this when you want to find estimates using filters (example: duplicates by customer, amount, or date).

Select your method, then select Next.

Step 4: How do you set the estimate type and date filters?

Set Transaction Type to Estimates

Choose the date type you want to filter by:

• Created Date: When the estimate was first created in QuickBooks

• Transaction Date: The estimate date shown on the transaction

• Last Updated Date: When the estimate was last edited in QuickBooks

Enter the date range

Step 5: How do you narrow results using filters?

Select "Customize."

Apply the filters you need, such as

• Total Amount (From amount - To amount): Use this to target estimates within a specific total range (example: estimates between 200 and 800).

• Reference No.: Use this to locate estimates by estimate number or reference value when you already have it.

• Customer: Use this to pull estimates for a specific customer when you want to remove duplicates or incorrect quotes.

• Detailed Report [Multi Lines]: Turn this on to review line-level details for each estimate, especially when estimates have multiple product or service lines.

Select Search to load matching estimates

Step 6: How do you review, back up, and delete?

Review the search results carefully

• Select the estimates you want to delete

• Download a backup (CSV or Excel) before deleting

• Select Delete

• Confirm the delete in the pop-up

Important: Deleting is not reversible. Always take the backup first, and delete in smaller batches if you are removing a large volume.

Step 7: Where do you see the deletion summary?

After deletion, SaasAnt shows a Deletion Summary. This summary is available to download for up to 2 days and can be used for records and audit tracking.

Troubleshooting

What if no estimates show up after the search?

Check these:

• Confirm that the date type and date range match when the estimates were created or edited

• Remove filters one by one (customer, reference no, total amount range) to broaden the search

What if the delete fails for some estimates?

Common reasons:

• Some estimates may be restricted by QuickBooks based on how they are linked or recorded.

• Try deleting a smaller selection to identify which specific estimates are failing, then review those estimates inside QuickBooks Online.

What if the estimate is already converted to an invoice?

• Before deleting, open the estimate in QuickBooks Online and confirm whether it is linked to an invoice.

• If it is linked, review the invoice impact first, then proceed with deletion only if you are sure the estimate is not needed.

What if you deleted the wrong estimates?

You cannot undo a delete in QuickBooks Online. Use your SaasAnt backup file to re-create the estimates if needed, or restore using your own backup process if available.