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Join nowWhy do I have to go to history to retrieve recent estimates?!?!?! I don't have time for this!!!
You have two other options to retrieve recent estimates, @promowsvcs.
You can retrieve recent estimates in the Get paid & pay menu. Follow the steps below.
Another option is when you create an estimate, click Save. Do not choose Save and new. This way, you'll see the most recent estimate created.
Here is an article to guide you in creating estimates: Create and send estimates in QuickBooks Online.
For future reference, you can check this article to help run reports in QuickBooks Online: Run reports in QuickBooks Online.
Let me know if you have questions about estimates. I'm always here to help. Have a great day.
So why do I have to do this now??? I used to do an estimate and click "Save & Close" and then go to "Sales" and "Customers" and use the "Search" box to get to an estimate!!!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.