Where do I find active quotes?

Hi cvo1,

You can view your Quotes through Sales tab and set the transaction type as Quotes. Under Status column you'll see if a quote is pending, accepted, applied or closed.

Here's how:

1. Click on the Sales tab.
2. Click on All Sales, and next to Batch actions choose Quotes for Type.
3. Under STATUS column you will see if a quote is pending, accepted, applied or closed.

You can also run a Quotes by Customer report under Reports tab to show a more comprehensive information about the quotes. Here's how to:

1. Click on the Reports tab.
2. Under the search column is type in Quotes by Customer.
3. Filter a Report period.
4. On the report you'll see Quote Status column.

You can check this link to learn more about how to customise your report in QBO: Customise reports in QuickBooks Online.

Post again in the Community if you have further concerns. I'm around to help you.