Other questions

There's an option to easily locate the customer message, @AC2020.

We can customize the Estimates by Customer Report to find the message displayed on the estimate. Let's follow these steps below:

1. Go to the Reports menu and search for Estimates by Customer report.
2. Click Customize and select Rows/Columns.
3. Click Change columns, then check the box in Customer/Vendor Message.
4. Select Run report.

Once done, export the transaction to excel and use the command keys CTRL+F to search for keywords. This way you can easily locate the specific details on the customer's estimate.

I also provided additional articles that you can use in your future reports.

• Customize and modify columns on reports.
• Export your reports to Excel from QuickBooks Online.

Should you have any further questions or concerns on tracking your business, please let me know. I'll be happy to help.