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February 2, 2024
Question

How do you search for estimates sent via email?

  • February 2, 2024
  • 1 reply
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How to search estimates sent Via Email? looking for an original estimate

1 reply

February 2, 2024

Welcome to the Community, js. I understand the importance that you want to see the estimates you sent to your customer via email. 

 

Right now, there isn't way to retrieve or look back at the emails you sent from QuickBooks Online. However, you can run a report that tracks the estimates you sent. 

 

With this, I recommend running the Estimates by Customer report and customizing it. That way, you'll have the option to add the Sent column.

 

Here's how:

 

  1. On the left panel, select Reports
  2. Choose Estimates by Customer in the search field.
  3. Select the Customize button.
  4. Click the Change Columns, then checkmark the Sent box.
  5. Hit Run report.

 

You can refer to this article to see steps on how you can personalize and add specific info to sales forms: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Feel free to reach out to us if you have any other concerns about managing your reports. We'll be delighted to assist you. Stay safe.