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E_HodgesGLT
February 9, 2024
Question

Is there a way to distinguish which user is creating which estimate?

  • February 9, 2024
  • 1 reply
  • 0 views

Hello, I am trying to see if there is an easy way to basically denote which user is creating which estimate. I know there is the audit log, but that is not what my boss is quite looking for. There are 3 employees who make estimates and he would like to have something on the estimate that shows who created it but not something that is viewable by the clients. Is there a way to customize the estimates per user so that you would know at a glance which associate created them? 

1 reply

R
rvrfrf
February 9, 2024

Thanks for reaching out to the Community, E_HodgesGL.
 

I can certainly understand how an ability to list which user created each estimate on estimates could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while signed in.
 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
 

You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to accomplish.
 

I'll be here to help if there's any additional questions. Have a lovely Friday!

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