How do you filter for estimates in QuickBooks?

Filtering for estimates in QuickBooks involves navigating through the sales section, where all sales-related transactions are categorized. By clicking on 'Sales' and then filtering by transaction type, users can efficiently narrow down the list of transactions to show only estimates, which streamlines the process of managing and reviewing these specific documents. This method allows for a clearer view and greater control over sales data.

In contrast, simply selecting an option from the main dashboard or using the search bar might not directly lead to filtering estimates specifically, as these actions cover broader aspects of sales or just initiate a search. Selecting specific customers would only display estimates related to those customers but does not provide a comprehensive filtering opportunity for all estimates across the system. This context underscores why the most effective approach to filter for estimates is by using the sales section and applying the appropriate filters.