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5nnelsoncustoms
New Member

How do I access my estimates in quickbooks online? Everything is telling me to click the estimate tab under sales but I do not have the estimate tab under sales.

 
1 Comment 1
SheandL
QuickBooks Team

How do I access my estimates in quickbooks online? Everything is telling me to click the estimate tab under sales but I do not have the estimate tab under sales.

To access your in your QuickBooks, you can navigate to the All sales tab and filter it to Estimates, 5nnelson.

 

The All Sales tab in the Sales section displays all your sales transactions. To view your estimates, please follow the steps below:

 

  1. Open your QuickBooks Online account.
  2. On your left navigation panel, go to Sales and select All sales.
  3. After that, navigate to the Type dropdown and select Estimates.

 

 

To address the issue of the missing estimates tab in the Sales section, we can troubleshoot this by clearing your browser's cache. This allows the website to have a fresh start and removes any outdated files that may cause issues with your webpage. Additionally, you can use other supported browsers to determine whether the issue is browser-specific.

 

Once your customer has paid the deposit and accepted the estimate, you can convert the estimate with the deposit into an invoice.

 

The Community space is always available if you need additional help with this matter.

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