quickbooks online estimate ID estimateid custom transaction faq QuickBooks: How do I get LMN EstimateIDs to Export to Quickbooks Online Estimates?

In order to use LMN's EstimateIDs in Quickbooks Online, you have to change a setting in Quickbooks online to allow you to use custom transaction numbers.  Here's how to turn that setting on.

  1. In Quickbooks Online, click the Settings menu (it looks like a gear beside your company name in the upper right-corner of the screen).
  2. On the very left side of the Settings screen, click the Sales menu
  3. Go to the Sales Form Content section
  4. Put a check in the checkbox beside the Custom Transaction Numbers option

Now, your QuickBooks estimate IDs will match your LMN Estimate IDs on export.


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