To look up a customer I have to click on sales (left sidebar), then customer hub, then customer. How can I move customer to the sidebar?

Hi there, info2304.

Thank you for reaching out to QuickBooks Community. We understand you’re looking to manage your customer list efficiently and check the status of your estimates. We’d be happy to assist you.

In QuickBooks Online, the sidebar cannot be customized to include Customer directly. To access customer information, you navigate to the Sales menu and then open the Customer Hub.

The top search bar helps you find transactions and lists, but it doesn’t show whether an estimate has been approved. To see the approval status, you’ll need to go to the Estimates section and open the estimate directly.

Here’s how:

1. Go to My Apps in the left sidebar.
2. Choose Customer Hub and then select Estimates.
3. Find the estimate you want to check the status of.

If you have more questions, don’t hesitate to reach out to us.

Hi @info2304,
 
I just wanted to follow up to check if the resolution we provided helped resolve your issue.
 
Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.