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Thanks for the screenshot, alicespringsmedi. I'll continue to help.
You're in the Business View, you'll want to change to Accountant View to get the old menu. Simply click on the Gear icon and choose Switch to Accountant View in blue text. Learn more about switching between business and accountant views.
You can still view your quotes in the Business View interface. Just go to Get paid & pay, select Estimates or Quotes, and double-click any quote in that section.
Let me know if you have more questions in mind.
You're in the right place, alicespringsmedi.
I'm aware of where you can see the estimate or quote you created in QuickBooks Online.
Here's how:
For your reference, you can read this article to learn more about this type of transaction: Create and send estimates in QuickBooks Online.
You can convert the quote into an invoice once your customer accepted it. For more thorough instructions on how to do it, see this guide: Convert an estimate into an invoice in QuickBooks Online.
If you have further questions about the quote or estimate, let me know. I'll be around to help you.
Hi @Giovann_G - thanks for your reply however you are referring to the old Quickbooks menu. It no longer looks like that (see attached).
Dashboard has been renamed, and the option to view Quotes is removed
Thanks for the screenshot, alicespringsmedi. I'll continue to help.
You're in the Business View, you'll want to change to Accountant View to get the old menu. Simply click on the Gear icon and choose Switch to Accountant View in blue text. Learn more about switching between business and accountant views.
You can still view your quotes in the Business View interface. Just go to Get paid & pay, select Estimates or Quotes, and double-click any quote in that section.
Let me know if you have more questions in mind.
Hi @JessT - Thanks for that solution, I've switched back to the old Accountant view which is much easier to navigate.
In the new 'Business View' there is no option for Estimates or Quotes under the 'Get paid and pay' tab.
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