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January 8, 2021
Question

Is there a way to Tracking activity on a Quote Sent the same as Invoices do?

  • January 8, 2021
  • 1 reply
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1 reply

January 8, 2021

Thank you and welcome here in QuickBooks Community,  scott-icleansola.

 

Yes, there's a way to track the activity on a Quote sent just like Invoices. To start this, I suggest running the Quotes/Estimates by Customer report and customizing it. That way, you'll have the option to add the Sent column.
 

 

Here's how:

 

  1. Click the Reports menu at the left panel.
  2. Choose Quotes by Customer in the search field.
  3. Choose the Customise button.
  4. Click the Change columns link. Then, checkmark the Sent box.
  5. Hit Run report.

 

 

 

 

Please refer to this article to see steps on how you can personalise and add specific info to sales forms: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.