I regularly create estimates where everything is in a group (I call it Contract Progress Billing). That group has "Print items in group" unchecked so that when I create progress invoices for the client, they don't see the details. The contracts are lump sum contracts, so they have no need nor right to see the details, but I want to be able to get reports that show revenue against costs, so I use this group to achieve all that. The problem comes when I have a similar job that I need to estimate, and I want to use a previous estimate as a go-by (items and quantities, mainly). I want to print previous estimates for internal use that show all the details inside that Contract Progress Billing group. Anybody know a work around? Currently, I have to open the old estimate, take a screen shot of ~10 lines, close it, open the new estimate, etc etc. TEDIOUS to say the least.
I can help you with generating a report that suits your needs, @whighfill.
I recommend generating the customized Job Estimates vs. Actuals Detail report for this.
Here's how to run the report
This will show a detailed view of your revenue from your items. You can click on the amounts to show the transactions.
I've added this link about customizing customer, job, and sales reports in QBDT: Customize customer, job, and sales report.
This article provides information on the different ways you can track customer transactions in QuickBooks Desktop (QBDT): Get started with customer transaction workflows. It includes links on how to manage invoices, sales receipts, estimates, payments, and other customer-related activities.
Let me know in the comment section below if you have additional questions about estimates and other reports. I’ll get back to answer them for you. Have a great rest of the day!
Thanks. I am very familiar with the Job Estimate vs Actual Details report. The problem with it is that it does not show the quantity, which is one of the things I originally said that I needed. So I can't print (or pdf) the report and have it off to the side to quickly refer to while I build a new estimate. I would have to continually toggle back and forth and drill into each individual line item to get the quantities. That's inefficient.
Hi there, @whighfill.
Being able to run a report that shows the quantity of each item in a group used in estimates would be helpful and efficient. In the meantime, you'll have to open each estimate to see each details. I'll make sure to relay this message to our team in concern here on my end and add your vote for this one.
You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.
Here's how to send a request:
You can check out this article to know more tips in getting your desired report in the way your business needs: Customize reports in QuickBooks Desktop.
I'm always around if you need further assistance with running reports. I'm here to ensure you'll find the success you need. Have a wonderful day.
I have the same issue - it seems like it would be so simple to print out a detailed Estimate for internal use - as it's clear as day on the computer screen. I don't understand why this isn't an option.