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April 3, 2022
Question

How can I see invoiced quotes to check specific information? Where can I find emailed Quotes?

  • April 3, 2022
  • 1 reply
  • 1 view
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1 reply

Moderator
April 3, 2022

Hi there, @userbelinda-gorrie.

 

There are different ways to check your invoice quotes in QuickBooks Online. One of them is by going to the Sales menu. Let me show you how:

 

  1. Go to Sales and select All Sales.
  2. Find and open the quote.
  3. Select the blue-linked transaction(s) to see the invoices you’ve already created.

 

Once you opened the quote, you'll see the email to which the transaction was sent. 

 

On the other hand, you can run the Quotes & Progress Invoicing Summary by Customer report. This gives you a complete list of all quotes and connected progress invoices.

 

  1. Go to Reports.
  2. Search for and open the Quotes & Progress Invoicing Summary by Customer report.

 

Moreover, you can add quote summaries to invoices so your customers can see their remaining balance. 

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.