For the report Estimates by customer there is no fields Product/Service, Description, and quantity which is the first 3 fields you enter into a estimate. No option allow

Hi canyesee,

Thanks for reaching out and I can clarify why you're not seeing those options.

The Estimates by Customer report simply shows a list of estimates for a certain customer. The reason it doesn't show the product/service, description, or quantity fields is because there could be more than one product on each estimate. If you'd like to see the estimate in more detail, it's possible to open it right from the report to view the items. All you have to do is click the text in the columns, such as the estimate number column.

For your reference, here are a couple of links about estimates and customizing reports.

• Set up and use estimates and quotes
• How to customize reports

Don't hesitate if you have more questions!

Hi  Ana

Hi thanks for the reply we know this about clicking on the estimate. But we cannot do this for 75-100 estimates we have open at one time it is more work and more time . Quick books has a sales report with product service, Description, and quantity fields why not an estimate report with these values. 

We have 75 -100 estimates (Sales orders) as we have inventory of product. 

Thank Mike

This is a needed feature! We use estimates as a sales backlog and project income by product line for a period. Even though we could use POs, not everything goes into that system except for actual POs. Recurring maintenance items and such are set up as future estimates we quickly convert to invoices when they come up.  It is so tedious to drill down into each estimate and get that data. A simple function that could be easily implemented.