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stealthcanada-ic
June 5, 2023
Question

How can we view multiple job estimates?

  • June 5, 2023
  • 1 reply
  • 0 views
I would like to be able to search through multiple estimates from the same customer , ie Home, cottage, business .  It asks for the job name but once it’s creates you can’t search for it.

1 reply

A
Alex M
June 5, 2023

Hi there stealthcanada-ic,

 

It's important that all your transactions are entered correctly so that your books are well-balanced. QuickBooks Online is a great tool able to help you create and send transactions such as estimates and invoices so you can get paid for your services. I can point you in the right direction to see estimates.

 

in order to see all estimates for a customer, you can go to the Sales tab, then Customers. Click on the customer in question, then above the list of transactions, you can put a filter for estimates so you can see a list of the estimates for a customer.

 

If you have any other questions, feel free to reach out here.

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