Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
B
bruce100
August 7, 2025
Question

Estimate Report

  • August 7, 2025
  • 1 reply
  • 3 views

Why is there no reporting for open estimates? 

 

I have requested this feature multiple time over the past 12 years, and so has many other users.

 

Open estimates are lost revenue sources and lost business potential. This may not be a thought to the accountants and bookeepers who advise Intuit - but is a major thought to those of use who operate our business with Quickbooks.

1 reply

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
August 7, 2025

Thank you for submitting a feature request that could improve the program's functionality, bruce100.

 

To view the open estimates that haven't been turned into a sales order or invoice, you can generate the Estimate by Job report. To accomplish this, please follow these steps:

 

1. Navigate to the Reports menu.

2. Choose Jobs, Time & Mileage, then select Estimates by Job.

3. Click on Customize Report.

4. Press the Filter button, then select Estimate as Transaction Type and Paid Status as Open.

5. After completing this, click OK.


To review estimates for specific customer, click the amount to see all open estimates.

 

If you have any further questions about generating reports or anything else related to QuickBooks, I'm here to assist you

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement