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zambos-squared-o
Level 1

Where do I go to retrieve a saved estimate in QuickBooks on-line?

 
4 Comments 4
ChristineJoieR
QuickBooks Team

Where do I go to retrieve a saved estimate in QuickBooks on-line?

Welcome to the Community, @zambos-squared-o.

 

I'll see to it you'll retrieve the estimate receipts within QuickBooks Online.

 

First, we can locate them through the Recent transactions list. This feature will shows all the tasks you've done for the day.

 

Here's how:

 

  1. Go to the upper corner, then click the Search icon.
  2. Now, find them in the Recent Transaction list. 

 

Second, we can also view them in the All sales tab, then filter to narrow down the list of created estimates.

 

  1. Go to Sales.
  2. Choose All sales.
  3. Select Filter.
  4. Under All transactions, select Estimates.
  5. Click Apply.

 

Lastly, use an audit log to track your estimates. Feel free to visit this article for the detailed steps: Use the audit log in QuickBooks Online.

 

Alternatively, adding estimates to your templates in QBO can be done by following the tips in this article: Customize sales receipts in QuickBooks Online.

 

I'm Looking forward to seeing you again, @zambos-squared-o. Have a nice day!

zambos-squared-o
Level 1

Where do I go to retrieve a saved estimate in QuickBooks on-line?

Thank you for your help.

Unfortunately, it appears that quickbooks did not save my estimate. I did hit the save button and couple times at the bottom of page. But it appears gone.

I need to be able to start a estimate and save it so it can be completed and processed in the future. Don't know if that is possible.

zambos-squared-o
Level 1

Where do I go to retrieve a saved estimate in QuickBooks on-line?

Thank you for your help.

Unfortunately, it appears that QuickBooks did not save my work. I did hit the save button twice, but no luck.

I need to start a estimate and save for future completion as information comes in and then send it. Don't know if that is possible.

MariaSoledadG
QuickBooks Team

Where do I go to retrieve a saved estimate in QuickBooks on-line?

Let me provide some information when saving an estimate, zambos-squared-o.
 

May I know if you're getting any errors? Normally, if you're quite sure enough that you've saved the estimate, it should appear in your transactions. But, if you're unsure about what information has been entered, you can check the Audit Log. This keeps a record of actions within QuickBooks Online.


In the meantime, we can perform some troubleshooting steps to fix the issue. There are times your browser is full of frequently accessed page resources that cause some unusual responses. To isolate this, try logging into your QuickBooks Online (QBO) account in a private window (incognito). Here are the keyboard shortcuts:
 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

Once signed in, double-check if you can already save an estimate created. If you're able to do so, return to your default browser and clear the cache to speed up the loading process. Oftentimes, your cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing them refreshes the system, and you'll be able to work with a clean slate. If the issue persists, you can try using other supported browsers.

 

Also, you'll want to create recurring templates for your recurring transactions. This lets you save for future completion and send it to your customers. Learn from this article for your guide: Create Recurring Transactions In QuickBooks Online.

 

Reach out to us if you have any concerns with estimates. The Community is always right here to assist you as usual.

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