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Hello,
With the recent app update (v21.01.4 is what I currently have) when viewing my estimates, they appear haphazardly sorted which is INCREDIBLY frustrating. The only option visible to me is to either search for what I want, or filter on status; neither option is at all helpful.
I, almost always, want to view a recently created estimate. I have customers with many estimates so searching by customer doesn't help when the displayed results are not sorted by date.
What's the solution to having them sorted by date or some other useful data point?
Marshall
Hello there, @MarshallBell.
I recognize the benefit of organizing your estimates in the QuickBooks Online mobile app. Please know that we’re constantly improving to enhance our customer's experience with program features while using QuickBooks. Thus, our team is continuously doing product updates.
As we value your suggestions, I recommend sending your feedback to our Product Development Team. We take your suggestions into account while making product updates. Thus, they can review and determine what features to add for future product enhancements. I’ll show you how:
The more requests this gets, the more likely it'll be part of future enhancements. You can track the progress of your feature request in our Feedback forum.
Also, I'm adding these resources to help you organize your sales forms in QBO:
I’m always ready to assist you if you have any other questions or concerns about estimates. I'll always be ready to assist you.
Hello,
So it sounds like I have to live with the random/non-sensical sorting change that was made to the app and hope/pray that Intuit decides to revert the change or implement a feature to make estimates easy to navigate?
I submit a feature request while I remain puzzled why such a change was made in the first place. It was a huge down-grade in usability.
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