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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?

 
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Best answer 12-17-2019

Accepted Solutions
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

2 REPLIES 2
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

Highlighted
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!