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When I enter and estimate into QB and go back to retrieve via a search for the address; I can't find it. When I wait several minutes then I can find it....?? Why?

 
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QuickBooks Team

Re: When I enter and estimate into QB and go back to retrieve via a search for the address; I can...

Hi @user68618,

 

I'm here to shed some light on why this happens.

 

On the search box, it requires some time to update its own database. This happens on any transaction recently created. That's why you have to wait a few minutes before your newly created estimate appears.

 

A quick way to get back to your previously created transaction is to still go to the Search icon. Here's how:

  1. Click the Search icon.
  2. Instead of typing in the search box, look at the bottom and you'll see Recent Transactions.
  3. Click the estimate you recently created.Recent transactions.PNG

     

Another option for you is to go to the Plus (+) icon. Let me show you how:

  1. Click the Plus (+) icon.
  2. Select Estimate. (You can select a different transaction type, depends on what type of transaction you're looking for)
  3. Click the Recent Estimates icon just beside the Estimate label on the upper left-hand side.
  4. You'll see a list of your saved estimates, click the one you want.Estimate.PNG

     

Let me know how it goes. Leave a comment below in case you have any other questions.

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