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Level 1

Estimates converted to invoice still show as open estimates

I would like to use my outstanding estimates as a forecasting tool, but when I convert to invoice, they still show on the estimates report, even if they've been invoiced 100%.  There doesn't seem to be any option in the filters...  Any ideas?  Thanks!

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Anonymous
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Estimates converted to invoice still show as open estimates

It's good to see you today, Kimzeyk. Welcome to the Community!

 

I can provide you the steps to customize an estimate report.

 

We can pull up an Estimates by Customer report then customize it to show your desired transaction status. Let me guide you how to do that:

  1. Click Reports from the navigation panel.
  2. On the search field, look for Estimates by Customer.
  3. Update the date then click the Run report button.
  4. Once done, click the Customize button at the top-right portion of the report.
  5. Click Filter to expand the options.
  6. Click the drop-down arrow for the Estimate Status.
  7. Select the status you'd like to view.
  8. Click Run report.

That should help you track your estimates accurately, kimzeyk.

 

You can contact me anytime if you need further assistance with your QuickBooks reports. I'm just a comment away. Have a good day!

Highlighted
Level 1

Estimates converted to invoice still show as open estimates

Hi, Jen - 

 

Thanks, but I've already done this.  The filters don't provide an "invoiced" option.  What I want to know is how much is still outstanding from estimates.  I know how to run the % invoiced report, but that still shows estimates that have been fully invoiced (100%).  Is there something I need to do manually?

Thank you,

Kimzey

Highlighted
Anonymous
Not applicable

Estimates converted to invoice still show as open estimates

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:

  1. Click Reports from the navigation panel.
  2. On the search field, look for Transaction List by Customer.
  3. Update the date then click Run report.
  4. Click the Customize button.
  5. Click on Rows/Columns then Change columns.
  6. Scroll down and mark A/R Paid.
  7. Click on Filter to expand the options.
  8. From the Transaction Type drop-down, mark Invoice and Estimate.
  9. Mark A/R Paid, then select the paid status you'd like to view (All, Paid, Unpaid).
  10. 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:

  1. Click the Gear icon.
  2. Select Feedback.
  3. Enter your feedback and suggestions.
  4. Click Next.
  5. Select Feedback for the Category.
  6. 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.

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