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We can search for your estimate using its product name or description in QuickBooks Online (QBO). I'm here to help you locate them with ease, Rkoldenhove.
Let's filter your search bar to access your transactions efficiently. Refer to the steps below:
- Select the search icon and click on Go to transactions search at the bottom.
- Under Transaction Type, select Estimate.
- Click on More Filters at the left side of the page
- Enter the description or select the product under Product and services.
- Close your More Filters tab, and your desired estimates will show.
You can refer to this helpful screenshot for navigation:
Alternatively, you have the option to utilize the audit log to track your estimates and other transactions too. You can find detailed steps in this article: Use the audit log in QuickBooks Online.
For future reference, creating templates for recurring transactions like recurring estimates can be a game-changer for your business. Feel free to give this article a read: Create recurring transactions in QuickBooks Online.
If you ever need further assistance, just drop a comment here, and I'll get back to you swiftly to lend a helping hand. Take care!
