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Connect with and learn from others in the QuickBooks Community.
Join nowWelcome to the Community space, @spcontractors201.
You'll have to open the estimate transaction, so you can see the email sent from your QuickBooks account. I'll show you how:
You can also run the Estimate by Customer report. This report will provide you the name of the customer, estimate number, and other information. Just click the Reports tab then search Estimate by Customer report.
I've included these articles that will guide you on how to personalize your sales forms and email it to your customer within QuickBooks Online:
If you have questions about QuickBooks, post a comment below. I’ll be right here to answer them for you. Have a great rest of the day.
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