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frederic1
April 14, 2024
Question

Estimates as a bookmark in QBO Advanced

  • April 14, 2024
  • 1 reply
  • 0 views

Estimates used to be visible under Sales and could be bookmarked but we just switched from QBO Plus to Advanced and it's no longer an option. We have another company that is stil using QBO Plus and I can still use bookmark Estimates so is there a setting in Advanced that bring this back or is that a glitch?

1 reply

M
MAnneJ
April 14, 2024

It's not what we want you to feel, @frederic1. We value your opinion and look forward to helping you get the most out of QuickBooks.

 

In the bookmark, we can add a specific feature for easy access, like the Estimates. However, this feature is unavailable in the QuickBooks Online (QBO) Advanced plan, I suggest sending feedback, as we value our customers' satisfaction. This way, it'll help our Product Engineering team to add this in future enhancements. 

 

Here's how:

 

  1. Go to the Gear icon, located at the top right corner.
  2. Select Feedback.
  3. Enter your suggestions/comments and click Submit.

 

Your feedback will be highly appreciated. You can also track the status of your request in our customer Feedback for QuickBooks Online.

 

Furthermore, I've added this article for your reference in personalizing your sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please click the Reply button if you need additional assistance managing sales forms in QuickBooks Online. I'll keep an eye out for it. Have a good one. 

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