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cflores1
Level 1

How I can see the summary of the accepted estimates from today regardless the created date?

 
1 Comment 1
ReymondO
QuickBooks Team

How I can see the summary of the accepted estimates from today regardless the created date?

I'll help you view your accepted estimates in QuickBooks Online (QBO), @cflores1.

 

We can run the Estimates by Customer report to view your accepted estimates. Here's how:

 

  1. Go to Reports and look for Estimates by Customer report.
  2. Click Customize, then go to Rows/Columns section. 
  3. Check the box for Accepted Date.
  4. Click Run report.

 

In addition, you can customize your reports in QBO. This way, it would be easy for you to view the transactions that matter to you the most. Then, you can memorize them to save its customization.

 

That's it! Please let me know if there's anything else I can do to be of assistance. Wishing you and your business continued success in all that you do. 

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