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February 11, 2023
Question

Can I reprint all the quotes that's I have sent to the customer

  • February 11, 2023
  • 1 reply
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I need to print all the quotes that I have sent to one customer

1 reply

February 13, 2023

Hi tracy90,

 

It's nice to see you in Community.  Welcome!  QuickBooks Online enables you to run a report to see customer transactions at a glance.  I'd be happy to help!

 

Here's how to review estimates by customer;

 

1. From the left menu, select Reports

2. In the Search field, enter Sales by Customer Detail

3. Choose the desired Report period

4. Group by Customer

5. Open Customize and click on Filter

6. Place a checkmark beside Transaction type, then use the ▼ dropdown menu to select Estimate

7. Checkmark the box for Customer and use choose the customer name from the ▼ dropdown menu

8. Hit Run report

That should do it!

 

If you require additional assistance, please don't hesitate to contact us.  It would be a great opportunity to work with you directly and ensure you're able to review the desired information in a timely fashion.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
 

Feel free to reach back out with other questions.  We're always glad to assist!