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useroffice7
Level 1

Where do I find previously sent quotations on the system, please?

 
1 Comment 1
IamjuViel
QuickBooks Team

Where do I find previously sent quotations on the system, please?

Good day, @useroffice7.

 

You can run and customized the Quotes by Customer report. This displays a list of all the quotes you created in QuickBooks. Also, you'd know whether it was send to your customers or not. I can guide you on how to do it.

  1. Go to the Reports menu.
  2. Scroll down to the Sales and Customers section.
  3. Double-click on the Quotes by Customer report.
  4. Click the Customise button.
  5. Set the report's Date Range.
  6. From the Rows/Columns section, click the Change columns link.
  7. Make sure to mark the following tick boxes:
    • Date
    • No.
    • Quote Status
    • Amount
    • Delivery Address
    • Sent
  8. Click the Run Report button. 

You can click the Save Customisation button to save the personalisation you've made for future use

 

Also, you can use these articles to help you locate your transactions in QuickBooks:

Keep me posted if you have other questions or concerns about using QuickBooks. I'm always here to help.