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March 12, 2019
Question

Where can I see all my quotes

  • March 12, 2019
  • 1 reply
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Where do I see a list of all the quotes I have done?

1 reply

March 12, 2019

Hi there, dan,

I'd be glad to help you search for your quotes in QuickBooks Online.

You can go to the All Sales tab and filter the transaction type to quotes.

  1. Click Sales from the left menu.
  2. Select the All Sales tab.
  3. Click the Filter button.
  4. Under Type, select Quotes. You may also change the Status and Date filters.

That's it, dan. Just follow the steps and you'll see all the quotes you've created in QuickBooks.

Feel free to read these article for more information: 
https://quickbooks.intuit.com/au/resources/product-updates/quoting-in-quickbooks-online/.

Please let me know if you have any questions. I'm always here to help you out.

March 12, 2019
Are you able to add Quotes to the left hand menu with Banking, Invoicing etc?