cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
michael-poolguru
Level 1

How do I view or edit a quote that I have created

 
1 Comment 1
MariaSoledadG
QuickBooks Team

How do I view or edit a quote that I have created

Let me guide you on how you can view and edit quotes, michael-poolguru.

 

Generally, quote helps work out the quantities of various materials required and also in the preparation of the material schedule. To view and edit the transaction, you can follow the steps below:

  1. Go to Bookkeeping, select Transactions, then select All Sales (Take me there).
  2. Select the Filter ▼ dropdown.
  3. In the Type dropdown, select Quotes.
  4. You can use additional filters as needed and select Apply.
  5. Click the transaction to edit. 
  6. Click Save or Save and send.

 

To know more on how you'll be able to convert quotes to invoices, I've got this article so you'll be guided with the steps: Create and Send Quotes In QuickBooks Online. Furthermore, recording invoices can be done in two ways. Learn from this article for your guide: Record Invoice Payments In QuickBooks Online.

 

Feel free to let me know if you have any questions about editing quotes. Remember, the Community is always here to answer all your concerns.