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Liftco
Level 3

Open Estimates Only

Hi. How do I run a report, only of the estimates that have not been converted into a sales order or to an invoice?

1 Comment 1
JamesM4
QuickBooks Team

Open Estimates Only

Hello Liftco, 

 

Welcome back to the Community. The program offers a variety of reports that help you bring your finances into perspective with ease. I'll be happy to provide more information about running reports. 

 

I recommend running the Estimates by Customer report which you can search for after clicking on Reports from the left navigation menu. Once the report is open, you can customize it by clicking on Customize > click on Filter so the drop-down with options appears > from here you can filter the Transaction type and Estimate status to your liking. From here you can run the report so you can see the info that you're looking for. For more info on how to customize reports, check out this article here

 

Let me know if this info helps. I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the week.  

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