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2 replies

C
Charies_M
Level 9
March 1, 2021

Good day, chamblinlc-gmail.

 

Shortcuts work in QuickBooks Online (QBO) by simply pressing CTRL and ALT or OPTION on your keyboard then add the first letter of the activity/transaction you want to create. For Estimate, click CTRL+ALT+E.

 

Learn more about the different shortcut keys in QuickBooks Online through this article: Keyboard shortcuts for QuickBooks Online.

 

If you need to recreate the estimates, you can check out this article for the steps: Set up and use estimates.

 

You might also want to check out this article for more tips on how to customize your templates including estimates in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Reach out to me with whatever questions you may have about QuickBooks. I’m more than happy to assist further. Have a good one.

M
mikereddick
February 9, 2022

Hello,

How do I add a "customers" button to the shortcuts box on the dashboard on QuickBooks online? My employer said it used to be there. He'd like to click that icon rather than navigate to customers using the side navigation options. 

T
TirzahC
Level 4
February 9, 2022

Hello there, mikereddick.

 

While you can't actually customize the dashboard, you can manage and edit your user role permissions, what this will do will change what your user has access too. Which you have the ability to customize it to your liking. Here's how:

  1. Sign in to QuickBooks with a user profile that has permission to manage users.
  2. Select Settings ⚙.
  3. Select Manage users.
  4. Find the user you want to edit. Then select Edit in the Action column.
  5. In the User type drop-down ▼ menu, select the new user type.
  6. Select the user settings, if applicable.
  7. Select Save.
  8. Ask the user to sign out and back into QuickBooks Online to see the updates.

Certain users don't count towards your user limit, like the Reports only or Time tracker roles. You can't edit these user permissions. If you need to edit that user, simply delete them. Then add them again with the correct role.

 

I've added this resource page to help you on your future task about managing your income and customers in QuickBooks: Sales and customers. This also includes articles that will guide you in customizing sales forms and refunds and credits.

 

I'd be glad to help again if you have other concerns with QuickBooks Online. Let me know in the comment section below and I'll get back to you as soon as I can. Have a beautiful day!

C
Charies_M
Level 9
March 2, 2021

Hi, chamblinlc-gmail.


Hope you’re doing great. I wanted to see how everything is going about adding estimates to shortcuts that you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

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