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November 16, 2022
Question

Can i add a quotes pending view on the dashboard under Business overview?

  • November 16, 2022
  • 1 reply
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1 reply

November 16, 2022

Thank you for posting here in the Community, @jacquesbeard.

 

Currently, there isn't a way to add a quote pending view on the Business overview dashboard. 

 

As an alternative, you can go to the Sales menu and select All Sales. Then, click the Quotes tile to view all your pending quotes. I'll attach a screenshot below for your visual reference.

Also, I'd suggest submitting feedback to our product engineers. They may look into this suggestion and consider adding the option to display a quote pending view on the Business overview dashboard in future updates. To send feedback, you can click the Gear icon and select Feedback. Then, enter your suggestion and click Submit Feedback.

 

You may also want to run and customize reports in QuickBooks. This will help you view useful information about your sales and purchase transactions.

 

Our Community forum is always open to help you again if you need more assistance managing quotes in QuickBooks Online. Have a good one!