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ProscapesTN0256
Level 1

Progress invoicing - need line item details

We used to use QuickBooks desktop and when we did progress invoicing, we could see what was previously billed on each line item.

I want to be able to open a progress invoice and see the following information:

Item         Description    Cost     QTY      Total    Previously invoiced  Current Invoice

Pavers   Paver install    $3.00    1,000  $3,000      $1,500 or 50%           $300 or 10%

Is this possible? I don't want to only see the total percent an estimate is billed at. I need the details for each line item. Why is this so frustrating??

3 Comments 3
Jv_D
QuickBooks Team

Progress invoicing - need line item details

Hi there, ProscapesTN0256.

 

I understand how important it is to see the breakdown of progress invoicing for each line item, and I'm here to help you with that.

 

The option to see detailed progress invoicing for each item directly in the invoice itself is not available in QuickBooks Online.

 

However, you can use the Estimates & Progress Invoicing Summary by Customer report to get a clear overview of your total estimate, invoiced amount, remaining balance, and track progress for current and previous invoices.

 

Here's how:

 

  1. Navigate to Report.
  2. Select Standard reports.
  3. In the search box above, type and click Estimates & Progress Invoicing Summary by Customer.

 

While it doesn’t break down what’s been billed per line item like QuickBooks Desktop, you can manually open each linked invoice from the estimate to track billing per line as a workaround.

 

If you have further questions, just click the Reply button below.

ProscapesTN0256
Level 1

Progress invoicing - need line item details

This does not solve our issue. In my search of the message boards, it seems a lot of users would like this functionality and have been asking for it for years. Why are you not adding this?? QuickBooks Desktop was a thousand times better. I had been using desktop for 25 years! We've been very disappointed with QB online. Such a shame to be forced to switch over...

JoesemM
Moderator

Progress invoicing - need line item details

Hello Proscapes.

 

Thank you for getting back to us and sharing your feedback. I know how important these features are for your business, and I want to assure you that our product engineers are actively developing features to help customers like you.

 

I encourage you to share your thoughts and suggestions through our feedback channel. Your ideas are incredibly valuable to us, and our team is eager to listen and consider them for our future software updates.

 

To submit feedback:  

 

  1. Click the Gear icon in the upper-right and select Feedback.
  2. Type a brief description of your suggestion in the text box.
  3. Click Next to submit.

 

If you have any other questions about invoices, please let us know. We’re always here to help.

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