Is there a way to filter the estimates and progress invoicing summary by customer report to only report on accepted estimates?

Hi @contact6,

Right now, QuickBooks Online doesn't have an option to sort the Estimates & Progress Invoicing Summary by Customer report to show only the accepted estimates. However, you can add columns to the report to include the accepted date or accepted by then export the report to excel and manually customize from there. 

I know how important this option for your business. I suggest you send us feedback so we can add this in the future by clicking the gear icon at the top right corner and choose Feedback.

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

This needs to be added ASAP. You can do this in desktop but not Online. We have hundreds of customer and this is to time consuming to sort manually.

I agree this is a desperately needed improvement.  Our estimate list continues to grow and grow and we only want to see accepted estimates.   Please add a filter for estimate status soon!  Thanks.

Add a custom field to estimates to track status. (Open, Closed, Pending etc)

then filter the report for the status field

Add a custom field to the estimates and use it for the status (open, closed, pending etc) Filter for the custom field on the report

So, 5 years later, are we able to sort this report by Status yet? I can't seem to filter only the Accepted estimates. I have PAGES of Closed estimates on this report - HELP!