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lou8
Level 1

How do I customise the "Estimates and Progress Invoicing Summary" Report so that is does not include closed or rejected estimates within the balance total?

 
Solved
Best answer December 17, 2019

Accepted Solutions
ReymondO
QuickBooks Team

How do I customise the "Estimates and Progress Invoicing Summary" Report so that is does not include closed or rejected estimates within the balance total?

Hi @lou8.

 

Right now, the option to exclude closed or rejected estimates within the balance total is unavailable in QuickBooks Online. However, you can export them to your excel and manually remove the transactions from there.

 

Here's how:

 

  1. Go to Reports and select Estimates & Progress Invoicing Summary by Customer Report.
  2. Click the Export icon.
  3. Select Export to Excel.estimates & progress1.png
  4. From there, you can now delete the closed or rejected estimates transactions.

 

I know the importance of having this option in running your business. Allow me to send feedback to our developers and see if they can take a look at this. 

 

Please let me know if you have other concerns. I'm always happy to help!

View solution in original post

6 REPLIES 6
ReymondO
QuickBooks Team

How do I customise the "Estimates and Progress Invoicing Summary" Report so that is does not include closed or rejected estimates within the balance total?

Hi @lou8.

 

Right now, the option to exclude closed or rejected estimates within the balance total is unavailable in QuickBooks Online. However, you can export them to your excel and manually remove the transactions from there.

 

Here's how:

 

  1. Go to Reports and select Estimates & Progress Invoicing Summary by Customer Report.
  2. Click the Export icon.
  3. Select Export to Excel.estimates & progress1.png
  4. From there, you can now delete the closed or rejected estimates transactions.

 

I know the importance of having this option in running your business. Allow me to send feedback to our developers and see if they can take a look at this. 

 

Please let me know if you have other concerns. I'm always happy to help!

lou8
Level 1

How do I customise the "Estimates and Progress Invoicing Summary" Report so that is does not include closed or rejected estimates within the balance total?

Hi there,

 

Thanks for the work around (it's less than ideal however as in order to revise the new total on the spreadsheet, it's necessary to individually add up the sub total cells, so a bit of a pain!).

 

It would be great to request this option to filter out closed/rejected estimates from this report, from a business point of view.

 

Thanks!

david-hall
Level 3

How do I customise the "Estimates and Progress Invoicing Summary" Report so that is does not include closed or rejected estimates within the balance total?

Absolutely agree with OP.

 

I know Intuit is working hard to add new features to QBO - however, the only point of entering the data is so that we can retrieve it in meaningful reports.

 

We really need to be able to filter this report by quote status. 

 

Can we get an update on this please?

 

SarahannC
Moderator

How do I customise the "Estimates and Progress Invoicing Summary" Report so that is does not include closed or rejected estimates within the balance total?

Hello there, david-hall.

 

I can see the importance of customizing the Estimates and Progress Invoicing Summary report within your QuickBooks Online account to generate all the information entered. We can only include the Status column to view the status for each transaction. Also, we can add the other available columns by going to the Customize button.

 

Since we're unable to filter the report by quote status, I would still recommend following the workaround suggested by my colleague above. For now, I cannot tell when this feature will be ready. I would suggest checking our blog website so you'll be updated with the latest features and review if we're able to filter this report by quote status in the next product release.

 

Know that I'm always here to guide you if there's something you need with QuickBooks. I hope you're doing fine today. Take care and stay safe. 

kris-
Level 1

How do I customise the "Estimates and Progress Invoicing Summary" Report so that is does not include closed or rejected estimates within the balance total?

Checking in 2 years later and I see this is still not a function, despite the usefulness. Any updates as to when this small tweak to the system will be implemented? There's a number of ways to customize this report, except for the one feature that makes the most sense.

KurtKyle_M
QuickBooks Team

How do I customise the "Estimates and Progress Invoicing Summary" Report so that is does not include closed or rejected estimates within the balance total?

Thanks for joining us here in the thread, @kris-.

 

Due to the high volume of feature requests, Our Product Development Team may have overlooked the request to be able to customise the Estimates and Progress Invoicing Summary report and filter it to show specific data in QuickBooks.

 

You can send feedback to our Engineers if you haven't yet sent your request. I'll input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. In the upper-right corner, click the Gear icon and then select Feedback.
  3. Enter a brief description of your product suggestion, and then click Next.
  4. Type your email address.
  5. Once done, click Send Message.

 

In addition, I've got you this article in case you'd like to share your reports with your team: Share custom reports.

 

Feel free to post here again if you have any additional QuickBooks-related concerns. Rest assured, Our team of product experts is always around to assist you. Take care!

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