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Names: IF I DELETE A TEMPLATE WHAT HAPPENS TO EXISTING ESTIMATES that used it

You can try to delete it, but something In Use won’t delete.

This is Basic List Management: Open the Lists menu > Templates List. Right click that one and make it Inactive. Now it never shows in the Dropdowns.

That is true for Templates, Names, Accounts, Class, Items, etc.

Resolution for 'Names issue: 'IF I DELETE A TEMPLATE WHAT HAPPENS TO EXISTING ESTIMATES that used it' available: Yes.

The Names issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Names issue yourself by looking for a resolution described in the article. If it is a complex Names issue or you are unable to solve the issue, you may contact us by clicking here or by using other Names support options.

For more information about resolving issues related to Names in Quickbooks/QBO or to get support for the issue 'IF I DELETE A TEMPLATE WHAT HAPPENS TO EXISTING ESTIMATES that used it', click the link below:

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Names: We have 6 small companies in different countries. What is the best way to keep items, customers and vendors synchronized between these companies?

There is no Sync between data files.

If an update is made in one file, and it applies to any other file, it needs to be made there, separately. You don’t share Accounts, Names, Items, Terms, Employees, etc.

Enterprise offers Consolidated Reporting. Nothing about the accounting is Shared or Syncd.

Resolution for 'Names issue: 'We have 6 small companies in different countries. What is the best way to keep items, customers and vendors synchronized between these companies?' available: Yes.

The Names issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Names issue yourself by looking for a resolution described in the article. If it is a complex Names issue or you are unable to solve the issue, you may contact us by clicking here or by using other Names support options.

For more information about resolving issues related to Names in Quickbooks/QBO or to get support for the issue 'We have 6 small companies in different countries. What is the best way to keep items, customers and vendors synchronized between these companies?', click the link below:

Details

Names: Names on reports display incorrectly

There are multiple causes for names displaying incorrectly on reports. This issue can occur with any report (Profit & Loss, Balance Sheet, General Ledger) and with any type of name (accounts, vendors, customers, items, classes and all types of list items).

Important: If names are completely missing from a report, do […]

Resolution for 'Names issue: 'Names on reports display incorrectly' available: Yes.

The Names issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Names issue yourself by looking for a resolution described in the article. If it is a complex Names issue or you are unable to solve the issue, you may contact us by clicking here or by using other Names support options.

For more information about resolving issues related to Names in Quickbooks/QBO or to get support for the issue 'Names on reports display incorrectly', click the link below:

Details