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August 21, 2020
Question

How can I search/sort estimates based on their status?

  • August 21, 2020
  • 1 reply
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1 reply

August 21, 2020

Hi adouglas1,

 

QuickBooks offers many tools and resources that help you streamline your business. Estimates are great for when you want to give your customer a quote, bid, or proposal for work you plan to do. I'd be happy to give you a hand with this. 

 

At this time, you'll have to search for transactions/estimates using this method here: 

  1. Select the Magnifying Glass.
  2. Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
  3. If the transaction you're looking for does not appear on the results list, select Advanced Search.
  4. Adjust the filters to find the type of data you want. For example, use the following filters to find all transactions from the past 30 days with a value of $100.
    1. Change Reference no. to Last Modified Date.
    2. Change Today to Past 30 Days.
    3. Select Search. This should give you a list of transactions that meet your filter criteria.
    4. Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second ▼ drop-down menu, then type 100.
    5. Select Add Filter.

Check out this article here for more info on how to search/sort transactions in QuickBooks: Search for transactions.

 

Give this a try and if you have questions, I recommend contacting our support team using this link. Otherwise, feel free to leave a comment below. I'll be on standby.