Method:Classic General Q&A

Re: Missing Estimates

Method_Jason — Tue, 04 Jun 2013 15:15:45 GMT

Allison,

Unfortunately, you cannot convert a customer back to a lead. Once the customer is entered into Quickbooks (QB), there is no turning back! If you sync an estimate to QB the lead will automatically be converted to a customer because in QB the estimate must be attached to an existing QB customer. Like you said, creating a new lead is a simple solution.

Jason

Re: Missing Estimates

ashead — Tue, 04 Jun 2013 14:46:55 GMT

Is there any way to convert the customer back to a lead, or will I just have to reenter them?

Missing Estimates

Method_Jason — Tue, 04 Jun 2013 14:31:53 GMT

We received this email -

I added a lead into the system and created an estimate for them. When creating, I unchecked "wait for sync approval" not realizing that it would convert the lead to a customer. Both the lead (customer) and estimate synced to quickbooks, but now when I search within my estimates the estimate that I created is not showing up. The only way that I can get to it is if I go to the transactions tab within the customer.

Allison,

It sounds like the estimate may be hidden by a filter view. When you are looking at your estimates, which filter view are you seeing? It's possible that you are viewing a Shared/My Active Estimates filter view and the estimate is actually inactive. See my screenshot below. If you change the estimate to active, or change the filter view to one that shows inactive estimates, you should find the estimate you're looking for! Hope this helps :).

Jason