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Level 1

Estimates Reports in QBO

In QB Enterprise, we were able to run a report for Estimates vs Actual that listed line by line expenses that had been included on an Estimate and the Actual amount expensed for each of those expenses (using items).  We can't locate a similar report in QBO.  Does it exist?  Or, are we spinning our wheels trying to find it?

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QuickBooks Team

Estimates Reports in QBO

Hi kwallace1968. The closest you could get to the Estimates vs. Actuals. report from QuickBooks Enterprise at the moment would be an Estimates and Progress Invoicing report.

 

Check out our article on setting up and sending progress invoicing, and let me know if you have any other questions. 

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