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October 11, 2022
Question

Is it possible to retrieve a sent quote?

  • October 11, 2022
  • 1 reply
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1 reply

MariaSoledadG
October 11, 2022

I'll make sure to help you retrieve a sent quotation, briencube70.

 

If you're trying to get a copy of the quote sent to your customer, for now, you can only see the invoice details in the Audit Log report. This report lets you keep track of added, deleted, and modified transactions and user entries. You'll want to activate the Email me a copy feature to get a copy of all your emailed transactions moving forward. To do this, follow the steps below:

 

  1. Click the Gear icon in the upper right corner.
  2. From the Your Company column, choose Account and Settings.
  3. Select the Sales tab on the left.
  4. In the Messages section, click the Edit icon.
  5. Put a checkmark in the Email me a copy at [your email address] box.
  6. Click Save and Done.

 

However, if your purpose in bringing back the quote is to make some changes and cancel the one that was previously sent, you can reopen, edit, and resend the quote. You can add a note for the correction so it's easier for your to track. 

 

Furthermore, QuickBooks Online (QBO) lets you customise the appearance and layout of sales forms. To learn more about how you can create attractive, professional-looking forms, I've added this article for your guide: Customise Invoices, Quotes, And Sales Receipts In QuickBooks Online.

 

Do you have any other concerns in relation to quotes or sales forms? Well, if you have one, let us know so we can assist you further. The Community is always right here for you to help.