Question

How can i pull up old quotes given to clients when in customer transaction list. I can see at the bottom where i can scroll in their history, but feature not working

8 replies
111 views

I can see it, but the feature is not live. Also, I cant get through to chat on help. Any other recommendations. Thank you

QuickBooks Online

IamjuViel

Level 8

Greetings, @realpurdy1.

I'm here to make sure that you're able to view your old customer quotes. Let's first perform some troubleshooting steps to isolate this unexpected behavior for possible browser related and get you back to business.

You can try accessing your account using a private/incognito browser and view your old quotes or estimates Here are the keyboard shortcuts that you can use:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Option + P

To view your customer's past transactions, you can customize and generate the Transactions List by Customer. Here' how:

Go to the Reports menu.
Scroll down to the Sales and Customers section.
Double-click on the Transaction List by Customers report.
Click the Customize button.
Set the date range of the report.
Expand the Filter section.
Choose Estimate or Quotes from the Transaction Type drop-down.
Mark the Customer tick box.
Pick the Customer's Name.
Click the Run Report button.

If it works successfully, you can go back to your default browser to clear its cache. This way, you can temporarily delete some internet files and improve your browser's performance. However, if you're still unable to view your old quotes, you can use another browser for this.

Leave a comment below if you have other questions about managing your customer's transactions list. I'm always here to help help you achieve your goals.

.

IamjuViel

Level 8

Helping our customers achieve their goals is my priority, @realpurdy1.

Have you tried the troubleshooting steps I've shared above? Were you able to view your old quotes?

Visit us here again if you have other questions about using QuickBooks in managing your transactions. Wishing you all the best!

G

Giovann_G

Moderator

Further to the question that has been asked, I have an issue that I was hoping you could assist on. I have an estimate (e.g. estimate 1234) that has been sent to the client. Since being sent, I've revised the estimate several times (let's say 6 times). I have also partially invoiced (some, but not all, line items) based on the newly created version 6 of estimate 1234. Is there a way to revert back to a previous version (version 4) of the estimate at this point?

Hi there, XavierMarcel.

I'm here to guide you on how you can see the information from your previous revise estimate.

Rolling back to the previous estimate version is currently unavailable. However, you can use the Audit Log to see the information on your old estimate. Then, you can take note of the changes and edit the newly created one.

Here's how to access the Audit Log:

Go to the Gear icon.
Select Audit Log under Tools.
Locate the estimate and click the View link under the History column.
From there you can take note of the information.

Then, go to the newly created estimate and modify it base on the gathered information.

For your reference, you can refer to this guide to learn more about this type of transaction: Create and send estimates in QuickBooks Online.

In addition, check this resource if you want to create custom-specific reports: Customize reports in QuickBooks Online.

Reply to this post if you have further concerns about estimates. We're always open 24/7 to help you. Have a great day!

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