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Good morning, @michaelsworkshop.
Thanks for taking the time to reach out to the QuickBooks Community. I hope you're having a great day so far.
For this one, I recommend running the Transaction List by Customer Report. With this report, you have more customization options available than you would with the basic premade estimate reports. I'm including a screenshot below of my test account report to view as an example.
Here's how you can run this report:
That should do the trick. For additional information about customizing reports, check out Customize reports in QuickBooks Online.
Don't hesitate to let me know if you have any additional questions or concerns. Take care and have a great day ahead!
The suggestion does not work. I am looking to print a list of only open approved estimates, with any in-progress paid invoices listed and subtracted and a final column of what is still remaining open on the estimate.
Name, original estimate amount, payments, open amount to be billed - these 4 columns.
Thanks for getting back with the Community, michaelsworkshop. I appreciate your detailed information.
If you're not able to customize a report like you'd prefer to, you can export a copy and edit it further outside of QuickBooks.
Here's how:
In the event you're missing data when opening your report in Excel, the file may be in protected view. If so, you'll need to turn on Enable Editing to view your full report.
I've also included a couple detailed resources about working with reports which may come in handy moving forward:
Please feel welcome to send a reply if there's any additional questions. Have a wonderful Monday!
Thank you, I have been exporting to Excel and taking time to edit it. The main problem is that it is capturing ALL estimates (Pending, Closed, Open, Deleted, etc). If I had a report that just captured the approved ones, this would be much easier. Thank you
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