customer reports

Hey S-HB,

I'm glad to see you're taking advantage of QuickBooks' powerful jobs management features! It's a great way to track the profitability of your various projects, while unlocking some advanced categorization to further organize your books. I'll be happy to help you locate this information. 

The report you're looking at is focused on providing clear insights into how much of your estimate has been converted to invoices. For more detailed information about your receivables, it's best to use a separate report. Something like the Customer Balance Detail can be used to keep track of a job's A/R balance in real-time. You can even filter this to a specific job in just a few easy steps:

1. Click on Reports and select Customer Balance Detail from Customers & Receivables.
2. Click Customize Report and go to Filters.
3. Find the Name filter, then choose the specific job.
4. Click OK.

This will give a complete overview of all transactions affecting that job's open balance. There are a few other reports that could be used, so don't be afraid to experiment.

Hope this helps! Feel free to reach out if you have any other questions.

Thank you for your response, however this is not what I am looking for.   I need the report to show Estimate Total, Progress Invoice, % of Progress and current receivable balance.  Quick reference with all customers instead of manually mixing the two reports.  Owner is looking for a one stop report.  Not sure QB can do this.  

Hi again S-HB,

I can appreciate the need to have this in a single report. Seeing an overview of your A/R balances with the status of progressive invoicing provides clear insight on how much is left to a job. Currently, Estimate vs Progress Invoice reports are focused on helping you track your revenues and their effect on your profit and loss. The simplest way to view all this data is to use two separate reports.

If this is something you think would be beneficial for managing your books, don't hesitate to submit feedback directly to our engineers. Simply click Help > Send Feedback Online > Product Suggestion. Customer comments are the fuel that drive innovation in the QuickBooks experience.

Let me know if there's anything else I can help you with.