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Community Contributor *

How do you set a report to show accepted estimates and invoices (in the same report sheet)

 
3 REPLIES 3
QuickBooks Team

Re: How do you set a report to show accepted estimates and invoices (in the same report sheet)

Hello Kristina83

 

Are you using QuickBooks Online?If so there is the option of the estimate and progress invoicing summary by customer report which will show accepted status you can also go to all sales and change the filter to estimates and status to accepted to pull through what has been accepted..Currently the status column is not on the sales or transactions reports for customer so that will only come through on an estimate report.

 

What information do you need on invoices is this just the ones that have been converted from estimates you need on the report as well as the estimate status?

 

Thanks Emma

 

 

Community Contributor *

Re: How do you set a report to show accepted estimates and invoices (in the same report sheet)

Hi Emma, I can pull through accepted estimates and invoices seperatly on QB online but I was wondering if there was a way to put accepted estimates (that i havent yet invoiced) and invoices not paid (without previous estimates) together so I can see how much we have coming into the company. Estimates are accepted and will be invoiced, but havent been yet as theyre not due. 

QuickBooks Team

Re: How do you set a report to show accepted estimates and invoices (in the same report sheet)

Hi Kristana83

 

There isn't currently a report that will accommodate your requirements.

Our products are evolving constantly and to assist us with your requirements, and hopefully get them implemented, we encourage you to leave feedback from within the product.