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Let's go over to Reports to locate the emailed estimates, fresh coat painters.
You can pull up the Transaction List by Customer report to track sent estimates in QuickBooks Online. I'll guide you how.
- Go to Business overview and select Reports
- If you have the old interface, click Reports.
- Type in Transaction List by Customer in the search field and click on it to open.
- Choose Customize.
- Set the date under Report period.
- Go to Rows/Columns and click on Change columns.
- Mark to select the Sent checkbox.
- Under Filter, choose Estimate from the Transaction Type drop-down arrow.
- Click on Run report.
For visual reference, I've added a screenshot below. This helps you see what the report looks like.
To learn more about customizing the filters, please see this article: Personalize Reports.
Also, I encourage memorizing the reports in QuickBooks Online. This helps you save the current customized settings.
Please let us know if you need additional assistance viewing the transactions. I'm always here to help you out again. Keep safe!
