Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
How can I custom search for estimates for all my customers based on the status of the estimate? It would be huge to be able to scan through all my clients "pending" estimates so I can create a "follow-up" list....
Solved! Go to Solution.
Hi Elektriker50,
Locating and reviewing the status of your estimates, can be accomplished in a few steps. Here's how;
1. From the left menu, open Sales, then All sales
2. Use the ▼ dropdown menu in the Type field and select Estimates
3. Select a Date range
4. Click on the Customer/Product column to reorder the customer names
You're all set!
If you have any other questions, please don't hesitate to reach back out. We are always happy to help!
Hi Elektriker50,
Welcome to the Community. QuickBooks Online enables you to get your work done faster with the help of the powerful features included in the program. I'll be happy to share more info so you're on the right track with achieving your goals.
The program gives you the flexibility to search for estimates using the Advanced Search feature. In order to take advantage of this feature, click on the Magnifying glass at the top right of your account > once the search drop-down appears, click on the blue link that says Advanced Search > on the search filter, select the matching criteria, and specifically filter it to show the line description. After hitting Search, you'll be able to see the entries you're looking for based on the search criteria you use.
I encourage you to try this out and let me know how you make out. I'll be one message away in case you need additional support.
Thanks A.I. this didn't address my question at all. Yes, I'm well aware of the Advanced Search function and if you can show me where I can tailor my search based on a "Pending" Estimate Status or a "Rejected" Estimate status or a "Closed" Estimate status or an "Accepted" Estimate Status....then I'll be happy to retract this response and we can go on being best friends.
Hi Elektriker50,
Locating and reviewing the status of your estimates, can be accomplished in a few steps. Here's how;
1. From the left menu, open Sales, then All sales
2. Use the ▼ dropdown menu in the Type field and select Estimates
3. Select a Date range
4. Click on the Customer/Product column to reorder the customer names
You're all set!
If you have any other questions, please don't hesitate to reach back out. We are always happy to help!
Trish, this is exactly the solution I was looking for, thanks so much!
Hi Elektriker50,
Customer success is our number one priority and I am so happy you were able to accomplish your QuickBooks goals!
Have a wonderful day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here