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Bev012358
Level 2

I need a report that gives me the total of all jobs bid, (estimates) for one customer.

I need to know what percentage of what work we actually receive vs what we estimate per customer.

We walk a lot of jobs and turn in an estimate that we were not awarded. I would like to know that percentage.

To have that number I need to be able to total each customer's estimates. Does a report like that exist?

Thanks,

Bev 

Solved
Best answer June 08, 2021

Best Answers
ReymondO
QuickBooks Team

I need a report that gives me the total of all jobs bid, (estimates) for one customer.

Good day, @Bev012358.

 

Let me help you get the details that you need in QuickBooks Desktop (QBDT). 

 

You can run the Job Progress Invoices vs. Estimates report to show the total service you actually provided vs what you've estimated per customer.

 

Here's how:

 

  1. Go to Reports and select Jobs, Time & Mileage.
  2. Choose the Job Progress Invoices vs. Estimates report.
  3. Customize the report according to the details that you need.

 

Please take note that the percentage amount will only reflect in the report if you've already turned on the progress invoicing feature

 

To add up, here are some resources that you can use in handling your reports in QuickBooks Desktop.

 

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.

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7 Comments 7
ReymondO
QuickBooks Team

I need a report that gives me the total of all jobs bid, (estimates) for one customer.

Good day, @Bev012358.

 

Let me help you get the details that you need in QuickBooks Desktop (QBDT). 

 

You can run the Job Progress Invoices vs. Estimates report to show the total service you actually provided vs what you've estimated per customer.

 

Here's how:

 

  1. Go to Reports and select Jobs, Time & Mileage.
  2. Choose the Job Progress Invoices vs. Estimates report.
  3. Customize the report according to the details that you need.

 

Please take note that the percentage amount will only reflect in the report if you've already turned on the progress invoicing feature

 

To add up, here are some resources that you can use in handling your reports in QuickBooks Desktop.

 

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.

ReymondO
QuickBooks Team

I need a report that gives me the total of all jobs bid, (estimates) for one customer.

Hi @Bev012358.

 

Hope you’re doing great. I wanted to see how everything is going about the report concern you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

Bev012358
Level 2

I need a report that gives me the total of all jobs bid, (estimates) for one customer.

Yes!  

Thank you so much that was what I needed !

This was the first time I have asked a question in the community!

Bev

Bev012358
Level 2

I need a report that gives me the total of all jobs bid, (estimates) for one customer.

Yes! Thank you so much.

This was the first time I have used the Community for questions!

Bev

Catherine_B
QuickBooks Team

I need a report that gives me the total of all jobs bid, (estimates) for one customer.

We're glad that it's working well on your end, Bev.

 

If you have other reporting concerns, feel free to visit us anytime. We'll be right here to help you. Keep safe!

katp1964
Level 1

I need a report that gives me the total of all jobs bid, (estimates) for one customer.

How can I get the same answer if I DO NOT do job progress invoicing.

Carneil_C
QuickBooks Team

I need a report that gives me the total of all jobs bid, (estimates) for one customer.

Hi, @katp1964.

 

Thank you for joining the thread and posting your concern. I'm here to share insights about managing your reports in QuickBooks Desktop.

 

Yes, you can still pull up the Job Progress Invoices vs. Estimates report, but you're unable to see transactions from it since you're not currently using the job progress invoicing feature.

 

Alternatively, you can still have another variety of reports and modify them to have the necessary details.

 

For estimates, you'll want to have the Transaction List per Customer and customize the report to see the estimates. For more details, you can check out this article: Customize reports in QuickBooks Desktop.

 

You also have the option to save its customization settings for future use. Feel free to read this guide for reference: Create, access and modify memorized reports.

 

You can always reply or reach out to us again if you need anything else with reports. We're always here to guide and assist you whenever you need help. Keep safe always!

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