Rea_M
Moderator

Other questions

Hello karlan, and welcome back to the QuickBooks Community! I'll make sure to help you locate your estimates so you can keep track of all your sales transactions and monitor your revenue.

 

When you're idle for 1, 2, or 3 hours, the system is designed to sign you out automatically for security reasons. Currently, QuickBooks doesn't have an auto-save feature. Any current work, such as estimates, will not save. To ensure your entries are preserved, please save them manually before exiting or navigating away from the page.

 

After you've saved your estimates, you can easily find them under the Estimates tab in the Sales menu. Feel free to use the filter options for Status and Date to help you locate specific entries quickly and efficiently.

 

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Once your customers accept the estimates, convert them into invoices. This way, you link them and keep your books accurate.

 

Additionally, have you had a chance to get in touch with our QuickBooks Live Expert Assisted team? They specialize in simplifying revenue and financial management just for you. I encourage you to explore their services, as their expertise could be a valuable resource for all your accounting needs!

 

Effective sales management is essential for keeping accurate records of your business, karlan. Reach out to us in the comments below if there's anything else you need assistance with. I'm just around to assist you further.