cancel
Showing results forΒ 
Search instead forΒ 
Did you mean:Β 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here

Reply to message

View discussion in a popup

Replying to:
Electrogas
Level 3

How to display / export date that an estimate was marked approved

I can get a column that show me the status of a quote, and a column that shows me the date of the quote. And the sales list shows me the date that the quote was last emailed out. But I can't find a way to show the day that a quote is marked accepted, or otherwise has a status change. Even looking at the Estimate Acitvity section of the quick view popup sidebar doesn't show the date that the status was changed, just that it was changed.

 

Is there no way to determine when quote status were updated? This is a basic requirement to evaluate conversion rates of estimators when most estimates don't get approved in the month (or even quarter) so that approvals in a given month can be compiled alongside quotes in that month.

 

The system prints "Accepted Date" on the quotes, but the system doesn't actually keep track of that anywhere?