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Level 1

Is there in quick books online a open estimate detail report. Note need detail.

can't find estimate detail report where I can select status. Non-posting transaction report can't select status either.
5 Comments
QuickBooks Team

Is there in quick books online a open estimate detail report. Note need detail.

It’s great to see you in the Community, jrobertson01.


We can run the Estimates by Customer Report and personalize it according to your preference. Please know you’ll only see the Pending status instead of open. Also, you’ll have to open the entries to view the complete details.


To build the report:

 

  1. On the left panel, tap the Reports menu and enter Estimates by Customer in the search field.
  2. Click the Report period drop-down to set the correct date range.
  3. Hit the Customize button in the upper left to open the Customize report screen.
  4. From there, press the Filter link and tick the box for Estimate Status to choose Pending.
  5. Hit the Run report button to keep the changes.

For additional information, the following guide contains a video for visual reference and instructions on how to tailor the information on a statement. Customize reports in QuickBooks Online.


Please reach out to me again if you need more help with QuickBooks. I've always got your back. Enjoy the rest of the day.

QuickBooks Team

Is there in quick books online a open estimate detail report. Note need detail.

Hi there, jrobertson01.


Were you able to build the report after following the steps I shared? I’m here to make sure you’re able to view the details and select the status of the report.


Don’t hesitate to leave a comment below if you need further assistance. I’m more than happy to lend a helping hand. Have a great day ahead.

Level 1

Is there in quick books online a open estimate detail report. Note need detail.

That does not give line detail without  drilling down on each estimate. You can only see detail on one estimate at a time. I dont see how to print the report showing multiple open estimates details.

Moderator

Is there in quick books online a open estimate detail report. Note need detail.

Hi @jrobertson01,

 

Welcome to the QuickBooks family. Let me share some clarification about the report you need for estimates in QuickBooks Online (QBO).

 

Currently, a report showing the line details of pending estimates is unavailable. As of now, the only option is to manually open each transaction using the Estimates by Customer report.

 

It's a great feature to be able to view the details without opening each one of them. We'll continue to improve the features in QuickBooks, and this preference might be available in the future.

 

As we assess this, feel free to visit our QuickBooks Blog to stay updated with all the changes.

 

I've also attached an article you can use to learn more about how to personalize financial reports in QuickBooks: Customize reports in QuickBooks Online.

 

Fill me in if you have additional questions about running reports in QBO. I'm always here to help. Take care always.

Level 1

Is there in quick books online a open estimate detail report. Note need detail.

I think that estimate detail report would really enhance ones ability to plan ahead and be valuable to all your customers that use estimates in Quick Books Online. Thanks, will check back soon. 

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