Estimates Settings

Login ‣ Main Page ‣ Preferences ‣ Entities Preferences ‣ Estimate.

  • Reload images from the cloud.

    • Reload all the estimates images, attachments.

  • Enable/Disable estimates notifications.

    • Any changes/updates by any other QuickBooks Online user on estimates will be reflected here, you can turn it off.

  • Enable/Disable adding an estimate, gps tracking.

    • Save the location where the estimate was created.

  • Table or List, Estimate Display Page.

    • Each view has different advantages, under list one can search based on estimate’s number.

    • Under table, one can sort by any column, facilitating locating an estimate.

  • Estimates box shadow colors under list page.

    • Enable/Disable colors for estimates with discount.

  • Filter by Estimate’s Status.

    • Include/Exclude estimates with Accepted Status.

    • Include/Exclude estimates with Closed Status.

    • Include/Exclude estimates with Pending Status.

    • Include/Exclude estimates with Rejected Status.

    • Include/Exclude estimates with Converted Status.

  • Show/Hide estimates table columns.

More screenshots.

Estimates Settings

Estimates Settings
../../_images/estimateSettings.png