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Thanks for coming here today, j.allan.
If the estimate was successfully saved, you should be able to see it on your Recent Transactions list when you click the search icon. I've attached a sample screenshot below:
Otherwise, you can use the Audit Log to track your estimates.
To do that:
Learn more about using the Audit Log Feature through this article: Use the audit log in QuickBooks Online.
If you can't find it, then you'll need to recreate the estimate and make sure to save it. 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.
Anything else you need help with estimates, just let me know by leaving me a reply below. Have a great day ahead!
Hi, j.allan.
Hope you’re doing great. I wanted to see how everything is going about retrieving the estimate 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!
Just had to do some googling around to find this. It's incredible that you need to dig around so much to find an estimate that you work on and save. For a software suite that costs as much as this does how is it not a built in feature with a tab you can easily track and refer to to keep track of estimates? Please get this fixed and added in an update
I previously had an estimated tab on the left side and suddenly it is gone. How do I fix this?
Hi there, @Mm1107! I'll help view your estimates.
As of the moment, there isn't an integrated way to access estimates from one of the left-navigation menus in QuickBooks Online. But you can customize the display of your sales transaction to see the list of created estimates. I'll show you how.
I've also included this reference helpful for the steps in customizing your sales transaction template to attract more customers: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online
Let me know if you have any additional questions about working with estimates using the Reply option below. I'm here to ensure your continued success. Take care and stay safe!
I tally agree. , this is ridiculous it is so convovulated that next time you will need to google it again. I know I did it again.
Quickbooks! FIX IT. NOW
what a pile of crap this software is.. I saved an estimate. Zero clue how to pull it back up after spending an hour on it
this has happened to me too 3 hours wasted.
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