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June 3, 2023
Question

How do I view out of date quotes ?

  • June 3, 2023
  • 1 reply
  • 0 views
I can no find an older quote I need to convert to an invoice

1 reply

June 3, 2023

I'm glad to see you in the Community today, togs.

 

Let's go to the Sales page and filter the transaction type to the entry stated above. This way, you can view older quotes. 

 

Here's how: 

 

  1. In your company, go to the Sales menu on the left panel and choose All sales.
  2. On the Sales transactions screen, click the Type drop-down and select Quotes.
  3. From the Date drop-down, select the correct period. For example All
  4. Head to the Table settings section or the small gear icon and tick the boxes for Status and Ageing.

After setting up everything, check the Ageing and Status columns. From there, you'll see quotes that are pending and need to be converted to invoices.

 

To learn more about converting a quote to an invoice using the old and new layouts, check this reference: Create and send quotes in QuickBooks Online.

 

For a better picture of the status of sales transactions, and methods to handle customer-related activities, feel free to browse these resources:

 

Fill me in if you have other concerns or questions about quotes and QBO. I'll get back to make sure you're taken care of. Have a great weekend.