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September 16, 2024
Question

How can I see all estimates even if they are closed? The history is only showing the pending and open estimates.

  • September 16, 2024
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

September 16, 2024

Hi there, 

 

Welcome to the Community. The program offers a variety of reports that help you bring your finances into perspective with ease. I'll be glad to give you a hand with running the report you've described above. 

 

I recommend taking a look at the Estimates by Customer report which you can search for after clicking on Reports from the left navigation menu. Once you have the report open, you can customize it by clicking on Customize > click on Filter so the drop-down with options appears > from here you can filter the Transaction type and Estimate status to your liking. From here you can run the report so you can see the info that you're looking for. For more info on how to customize reports, check out this article here

 

Let me know if this info helps. I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the week!

September 17, 2024

Hey @roxmmartin-gmail, You Need to speak with direct QB Help Desk team at 𝟴OO-𝟴𝟰𝟱-𝟵𝟲𝟲𝟲.

 

Thanks