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chamblinlc-gmail
Level 1

How do I add estimates to shortcuts?

 
2 Comments
Charies_M
Moderator

How do I add estimates to shortcuts?

Good day, chamblinlc-gmail.

 

Shortcuts work in QuickBooks Online (QBO) by simply pressing CTRL and ALT or OPTION on your keyboard then add the first letter of the activity/transaction you want to create. For Estimate, click CTRL+ALT+E.

 

Learn more about the different shortcut keys in QuickBooks Online through this article: Keyboard shortcuts for QuickBooks Online.

 

If you need to recreate the estimates, you can check out this article for the steps: Set up and use estimates.

 

You might also want to check out this article for more tips on how to customize your templates including estimates in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Reach out to me with whatever questions you may have about QuickBooks. I’m more than happy to assist further. Have a good one.

Charies_M
Moderator

How do I add estimates to shortcuts?

Hi, chamblinlc-gmail.


Hope you’re doing great. I wanted to see how everything is going about adding estimates to shortcuts that you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

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