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userfourneeds
Level 1

How do I navigate to see all my estimates?

 
1 Comment 1
katherinejoyceO
QuickBooks Team

How do I navigate to see all my estimates?

Welcome to the Community, @userfourneeds. I've got you some easy steps to see all your estimates in QuickBooks Online. 

 

We can run the Estimates by Customer report and use the Filter to view what you only want to show. Here's how: 

 

  1. Go to Reports and under Sales and customers, choose Estimates by Customer.
  2. Set the date under the Reports period
  3. Click the Customize button if you'll need to filter some details., then click Run report.

 

I’ve also got you some of our resources that I find useful to you in the future. Read through these articles and learn more about managing reports in QuickBooks Online:

 

 

Let me know if you need further help. I'm always happy to assist. Have a great day ahead!

 

 

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