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alicespringsmedi
Dec 20, 2022 12:09 AM UTC
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WHERE did my quotes go?Hi, I am still getting used to the new quickbooks menu, but I can't find my quotes anywhere. Anyone know how to get a quote tab back?

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JessT
JessTAnswer
Dec 22, 2022 2:50 AM UTC

Thanks for the screenshot, alicespringsmedi. I'll continue to help.

 

You're in the Business View, you'll want to change to Accountant View to get the old menu. Simply click on the Gear icon and choose Switch to Accountant View in blue text. Learn more about switching between business and accountant views.

 

You can still view your quotes in the Business View interface. Just go to Get paid & pay, select Estimates or Quotes, and double-click any quote in that section.

 

Let me know if you have more questions in mind.

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4 replies

Giovann_G
Dec 20, 2022 12:54 AM UTC

You're in the right place, alicespringsmedi.

 

I'm aware of where you can see the estimate or quote you created in QuickBooks Online.

 

Here's how:

 

  1. Click the Sales menu.
  2. Select the Estimate tab.
  3. Filter it by clicking the Status dropdown (optional).

 

For your reference, you can read this article to learn more about this type of transaction: Create and send estimates in QuickBooks Online.

 

You can convert the quote into an invoice once your customer accepted it. For more thorough instructions on how to do it, see this guide: Convert an estimate into an invoice in QuickBooks Online.

 

If you have further questions about the quote or estimate, let me know. I'll be around to help you.

alicespringsmediAuthor
Dec 22, 2022 2:17 AM UTC

Hi @Giovann_G - thanks for your reply however you are referring to the old Quickbooks menu. It no longer looks like that (see attached). 

 

Dashboard has been renamed, and the option to view Quotes is removed 😞 

JessT
JessTAnswer
Dec 22, 2022 2:50 AM UTC

Thanks for the screenshot, alicespringsmedi. I'll continue to help.

 

You're in the Business View, you'll want to change to Accountant View to get the old menu. Simply click on the Gear icon and choose Switch to Accountant View in blue text. Learn more about switching between business and accountant views.

 

You can still view your quotes in the Business View interface. Just go to Get paid & pay, select Estimates or Quotes, and double-click any quote in that section.

 

Let me know if you have more questions in mind.

alicespringsmediAuthor
Dec 22, 2022 3:01 AM UTC

Hi @JessT - Thanks for that solution, I've switched back to the old Accountant view which is much easier to navigate.

 

In the new 'Business View' there is no option for Estimates or Quotes under the 'Get paid and pay' tab. 

 

 

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