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juan-carnutzwny-
Level 1

Where can I find a saved estimated created for a customer? There is a Save button at the bottom of the estimates but I can't locate the estimate I saved.

I saved the estimate and did not yet submit to the customer. I would like to find that estimate but where?
1 Comment 1
MichaelaS
QuickBooks Team

Where can I find a saved estimated created for a customer? There is a Save button at the bottom of the estimates but I can't locate the estimate I saved.

Thank you for reaching out regarding this concern, Juan. I'd be happy to assist you in finding the saved estimates in QuickBooks Online (QBO).

 

You can locate the saved estimates in the Estimate tab. Here's how:

 

  1. Go to the Sales menu.
  2. Select Estimate.
  3. Then, find the recent estimate you created.

 

download (3).png

 

I'll be adding this article for reference to give you some handy details to customize your sales transactions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let me know if you need clarification about managing your estimates. I'll be around for your response. Have a nice day.

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