One of the things i find most difficult in quickbooks as a tradie is thst you cant name jobs.
Invoice 12456 means nothing to me, i have multiple customers that at any one time i can have 20 or more invoices and quotes out for.
if i complete one of them and want to turn it into an invoice or the customer wants to clarify something about it i have to go into each quote one by one and try to remember what materials ive used or write a note at the bottom of the quote.
would be so much easier if i could name the quote so its easy to find without opening it - see attached pic for how i think it should work:
