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January 2, 2024
Question

I want to easily view estimates, I don't understand why it's so difficult. Currently I have to go to All Sales, then scroll through looking for them.

  • January 2, 2024
  • 1 reply
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1 reply

January 2, 2024

Hi davin-theriault-,

 

It's nice to see you in Community.  Welcome!  QuickBooks Online provides options for easily navigating your books.  I'd be happy to help you with locating estimates!

 

Here's how to view all, or specific estimates;

 

1. From the left menu, click on +New and select Estimate

2. Click on the wheel in the top left (looks like a clock)

3. Scroll down and hit View more

4. Us the ▼ dropdown menus to select Search filters

5. Choose a specific Date filter

I hope you find this helpful!

 

Please don't hesitate to reach back out, if you have other questions.  We would be glad to assist!