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J
JTPumps
July 13, 2024
Question

clicking Customer the blue bar below

  • July 13, 2024
  • 1 reply
  • 0 views

On open Estimate when looking at them in when clicking Customer the blue bar below it would be helpful to see the date that it was Estimate or sent

 

in the Columns setting box be nice to have a date sent option which would be able to show dates when Estimates have been sent.....

 

currently, I have to open each estimate to find out when they were sent which is a lot of work when there are normally around 150 to 200 estimates outstanding at any one time!

1 reply

M
MelroseV
July 13, 2024

It's my pleasure to help you with your estimate, JTPumps.

 

In QuickBooks Online, the Customer tab's blue bars provide details excluding the date of your estimate. You can find the date sent by checking the Status column in the All sales tab's blue bar. Additionally, you can include the Last Delivered column for easier access to this information.

 

Here's how:

 

  1. At the left navigation panel, select Sales.
  2. Click All sales, then select the blue bar.
  3. On the All sales page, click the Gear icon.
  4. Tick the Status and Last delivered.

 

Feel free to check these articles to help you enhance your business communication by personalizing your sales forms. Also, how to convert an estimate into an invoice using browsers in QuickBooks Online: 

 

 

If you have other concerns related to estimates, please don't hesitate to post them here in the Community space. We're here to help you out.

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