Thanks for getting back to me, KimzeyK,
I can add a bit more about the sales report in QuickBooks.
The filter to indicate whether or not an estimate is invoiced isn't yet available in QuickBooks Online. What we can do is customize a Transaction List by Customer report to show customer invoices and estimates alongside its status. Let me guide you with the process:
- Click Reports from the navigation panel.
- On the search field, look for Transaction List by Customer.
- Update the date then click Run report.
- Click the Customize button.
- Click on Rows/Columns then Change columns.
- Scroll down and mark A/R Paid.
- Click on Filter to expand the options.
- From the Transaction Type drop-down, mark Invoice and Estimate.
- Mark A/R Paid, then select the paid status you'd like to view (All, Paid, Unpaid).
- Click Run report.
That should show your transactions sorted by customer. I can see how important this feature can help you track your estimates so I'd encourage you to send your report preference to our developers. Here's how to send your request:
- Click the Gear icon.
- Select Feedback.
- Enter your feedback and suggestions.
- Click Next.
- Select Feedback for the Category.
- Click Send message.
Your suggestion goes directly to our developers who consider feedback for QuickBooks enhancements. I'll do the same thing on my end to reinforce your request.
Please let me know if there's anything I can help, KimzeyK. I'll be your personal QuickBooks guide.