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Level 1

I have created a quotation and saved it but now I cannot find it. How do I retrieve it?

 
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QuickBooks Team

I have created a quotation and saved it but now I cannot find it. How do I retrieve it?

Hi usertony.wood-collie, 

 

If you need help finding a recently created Quote there are two options you can choose from to track it down:

 

  1. On the left-hand side you can select the Sales tab and either filter your All Sales tab or on the Customer tab to track down the person you are sending the quote too. 
  2. At the top right of your screen there is a magnify glass that allows you to search for any item with QuickBooks. When select the magnifying glass icon, it will also bring up a list of recent transactions you've either looked at your create which will help you find the quote as well. 

 

Hope this helps, 

 

-Steven