The report Estimates by Customer now shows the full estimate, not the balance. It is not accurate. Used to show me the balance left of estimate to be invoiced only.

I understand the importance of seeing the balance left to be invoiced on each estimate when running reports in QuickBooks Online (QBOI), Lisa. I'm here to share insights about this.

The Estimates by Customer report shows the full original estimate amount, not the remaining balance to be invoiced. If you want to show the remaining balance yet to be invoiced we can generate the Estimates & Progress Invoicing Summary by Customer report. 

Here's how to access the report. 

1. Go to the Reports menu. 
2. Search for Estimates & Progress Invoicing Summary by Customer.
3. Select Customize and click the Rows/Column.
4. Check the box for Balance, Invoice Amount, and the Remaining Amount. 

Allow me to share these articles for additional information and guidance when running reports in QBO:

• Customize Reports in QuickBooks Online
• Memorize Reports in QuickBooks Online

Keep your post coming if you need further assistance running the reports you need. I want to ensure you can generate the correct report. Have a good one. 

Thank you for the reply.  I ran that report.  It lists every order, even those with 0 balance.  Is there a way to get only orders with a balance?  

Is the change that was made to the Estimates by Customer permanent?  

I appreciate the prompt response, @lisa297.

The program cannot show orders with balance only on the Estimates & Progress Invoicing Summary by Customer report. To achieve this, we'll need to export the report in Excel, and then customize it further there. 

Also, could you please specify what changes you've noticed in the Estimates by Customer report? Please note that the report displays the original estimate amount, not the remaining balance to be invoiced.

Additionally, you can record invoice payments you receive from your customers.

If you have any further inquiries or concerns with your reports in QuickBooks, please don't hesitate to let me know. I'll be here to assist you in any way I can.

Balance is not an option in the column section. The "remaining amount" does not offer a total at the bottom (like "amount" & "invoiced amount" do). How do you see your estimated future income?? (that has not already been invoiced)

Thanks for joining this thread, AMech. I appreciate the detailed information and screenshot.

If you're looking for your estimated future income for estimates that haven't been invoiced yet, you could try customizing the report and making sure your Estimated Income column is turned off.

Next, you can customize the report's filters and choose Estimate Status. You can try setting it to "Estimate status equals Pending", for example. This ensures only pending estimates will be displayed on your report.

Here's an image showing what the filter customization would look like:

I've also included a detailed resource about customizing reports which may come in handy moving forward: Customize reports

Please feel welcome to send a reply if there's any questions. Have a wonderful Tuesday!

I appreciate you trying to help but the options you are suggesting are not available in the filter section for that report. "Client" is the only option to filter for (see screenshot).

However, I discovered on my own that there are 2 similar reports when you search - "Estimates & Progress Invoicing Summary by Customer" & "Estimates & Progress Invoicing Summary by Client". One of which works better than the other - The one with "Client" in the title provides a remaining amount total. Both of these reports only allow filtering for Client though & no other filtering options. You cannot select active/inactive/etc so old or deleted clients are showing up in this list. (see screenshots)