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n2m
Established Member

Active Estimates Report

I'm looking for a report that looks EXACTLY like Open Invoices EXCEPT instead of Open Invoices I want Active Estimates. Am I slowly going mad or is this actually impossible? I've tried to "customize" several reports by clicking Active Estimates in some dropdowns, but clicking on that entry does nothing to update the reports. This sounds like the simplest thing in the world to find, yet after too many hours of frustration I'm still without what I'm looking for.

1 Comment
QuickBooks Team

Re: Active Estimates Report

Let me help you sort this out, @n2m.

 

An estimate is a non-posting transaction can converted into a sales order or an invoice. I can walk you through customizing your Transactions List by Customers report to see your active estimates.

 

Here's how:

  1. Click the Reports menu.
  2. Choose Customers & Receivables.
  3. Select Transaction List by Customers.
  4. Go to the Customize Reports button.
    1. Choose the Filter button.
    2. Look for Transactions Type.
    3. Select Estimates.
    4. Search for Posting Status.
    5. Choose Either.
  5. Click Ok.

I've attached some articles below for additional reference:

Feel free to leave a post below if you have other questions about the Account Receivable workflows in QuickBooks. I'm here to help.