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Hello there, @Giovanni4.
Yes, you can still see the estimates that you've sent months ago in QuickBooks Online. You've got me here to guide you on how to accomplish this goal.
You can pull up the Transaction List by Customer report and customise it based on your desired date. Make sure to select estimate as the transaction type to see all its details.
To do that:
You also have the option to view this information from the customer's page.
I'll guide you how:
To give you more details about the reports that you can pull up and on how to customise them in QBO, please see these resources attached:
The Community always has your back and is happy to assist with anything you may need with QuickBooks. Take care.
Hello there, @Giovanni4.
Yes, you can still see the estimates that you've sent months ago in QuickBooks Online. You've got me here to guide you on how to accomplish this goal.
You can pull up the Transaction List by Customer report and customise it based on your desired date. Make sure to select estimate as the transaction type to see all its details.
To do that:
You also have the option to view this information from the customer's page.
I'll guide you how:
To give you more details about the reports that you can pull up and on how to customise them in QBO, please see these resources attached:
The Community always has your back and is happy to assist with anything you may need with QuickBooks. Take care.
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