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August 10, 2021
Question

I want to trace all the quotations I have made. Is that possible? to have them lined up

  • August 10, 2021
  • 1 reply
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I want to trace all the quotations I have made. Is that possible? to have them lined up

1 reply

August 10, 2021

Thanks for posting this to our care, @micahsalilig-gma. I can help you trace all the quotations you have made.

 

Yes, it's possible to get all the estimates/quotations you already made. You can run the Estimates by Customer report to get all of them. Then set the Report period to All Dates. Then you can Group them by Customer, Account, Date, and more to have them line up.

 

Let me show you how:

  1. Click the Magnifying glass icon on the top right.
  2. Type estimates and then select Estimates by Customer.
  3. Change the Report period to All Dates.
  4. Choose customisation to group the report by.
  5. Hit Run report.

 

I've added an article to learn other ways on how to dig deep into your custom reports and relevant information: Customise reports in QuickBooks Online.

 

You can also memorise the custom report you recently pulled up by clicking the Save customisation button on the Estimates by Customer report window. Then see it in the Reports menu, under the Custom Reports tab.

 

Feel free to leave a comment if you have other concerns about getting all your estimates or sales and expenses transactions. I can help you here anytime. Stay safe and healthy!