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March 7, 2023

estimates no longer in date order

  • March 7, 2023
  • 1 reply
  • 0 views

how do i get my estimates list in date sent order ?

rather than a-z - i have no options at all to filter or change this 

    1 reply

    SME Bookkeeper
    March 13, 2023

    Hi @Juliecardoc 

    Thank you for writing here,

     

    As a QuickBooks Online ProAdvisor bookkeeper I know how to do this task.

    Setps

    1. Go to Sales from the left navigation panel

    2. Select All Sales

    3. Select "Estimate" from "Type" menu in top of the table

     

    You will get the data on which estimates were sent on which dates.

     

    Feel free to reach me through my bio to get professional bookkeeping.

     

    All the best

    @SME Bookkeeper