On open Estimate when looking at them in when clicking Customer the blue bar below it would be helpful to see the date that it was Estimate or sent
in the Columns setting box be nice to have a date sent option which would be able to show dates when Estimates have been sent.....
currently, I have to open each estimate to find out when they were sent which is a lot of work when there are normally around 150 to 200 estimates outstanding at any one time!
It's my pleasure to help you with your estimate, JTPumps.
In QuickBooks Online, the Customer tab's blue bars provide details excluding the date of your estimate. You can find the date sent by checking the Status column in the All sales tab's blue bar. Additionally, you can include the Last Delivered column for easier access to this information.
Here's how:
Feel free to check these articles to help you enhance your business communication by personalizing your sales forms. Also, how to convert an estimate into an invoice using browsers in QuickBooks Online:
If you have other concerns related to estimates, please don't hesitate to post them here in the Community space. We're here to help you out.
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.