I appreciate you getting back here in the thread, @Electrogas. I'll walk you through filtering a report to show accepted status in a specific period in QuickBooks Online (QBO).
In QBO, you can run the Quote by Customers report and filter it to show those quotes that show Accepted status in your company file. By applying filters to the report, it allows you to seamlessly track quotes that have been accepted in a specific period, as well as see their accepted date. Here's how:
- Access your QuickBooks Online company.
- On the left navigational bar, click the Reports tab.
- In the Search bar, enter Quotes by Customers.
- In the Report period, select custom and then enter a specific date.
- Click the report and then select Filter icon beside the Columns icon.
- Add the importance details such as Transaction type and ensure to only select Accepted as the status.
- If you want to save the report, click the Save As button.
For visual reference, see the image below.
In addition, I recommend checking this article to help you turn a quote to an invoice in QBO: Convert a quote into an invoice in QuickBooks Online.
I'm always ready to extend a helping hand if you have other questions about QuickBooks. Let me know in the comment section below so I can provide a prompt response to assist you. Keep safe.
