Hello everyone,
I am in a bit of a tough spot and need guidance on that. I have connected QuickBooks with Tableau to get the data but I am facing difficulty with the Estimates Data. On QuickBooks, when entering the details of a particular estimate, it gives a drop-down option to select the Estimate Status which can be selected as "Pending, Accepted, Closed or Rejected" against the estimate.
Following are the queries that I need guidance on:
1. From QuickBooks, there are 3 tables we are using on Tableau which are Estimates, Invoices, and Sales and Expenses Line Items. We have checked all these tables and are still unable to find the "Estimate Status" column. Can someone kindly guide me in finding this?
2. I am also looking for the link of Estimates with their Invoices but unable to find the link between them. Can anyone kindly help me with this as well?
Would really appreciate the help on this as this needs to be resolved as soon as possible. Thank you!