How can you access estimates in QuickBooks?

Study for the QuickBooks ProAdvisor Exam with flashcards and multiple choice questions. Each question includes hints and explanations to aid your understanding. Boost your confidence and prepare for success!

Accessing estimates in QuickBooks is done primarily through the Sales tab, where users can filter their transactions by type. When you navigate to the Sales tab, QuickBooks provides various filtering options that allow you to specifically view different types of transactions, including estimates. This organized approach helps users efficiently manage and track their estimates alongside other sales-related documents.

The other options do not provide a direct way to access estimates. The Reports section is designed for generating various reports but does not directly display estimates as a separate category. The Expenses tab focuses on expenditures rather than sales or revenue, which means estimates would not be found there. Lastly, the Vendor dashboard is geared towards purchasing activities and vendor management, while estimates are related to sales activities directed towards clients or customers. Therefore, using the Sales tab to filter by transaction type is the most logical and accurate method to access estimates in QuickBooks.

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