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EmilyO
Level 2

Is there a way to view all of my open estimates on the dashboard?

I would like to be able to see all of my open estimates in one place
2 Comments 2
AlexV
QuickBooks Team

Is there a way to view all of my open estimates on the dashboard?

Good day, EmilyO!

 

The dashboard displays an overview of your income, expenses, and account balance. Currently, we're unable to show the open estimates from there.

 

As a workaround, we can pull up the Estimates by Customer report. Then, we can customize it to show only the open estimates. You can follow these steps:

  1. Go to the Reports tab, then search and select Estimates by Customer.
  2. Click the Customize button. From the Filter section, check the Estimate Status box and choose either Pending, Accepted, or Pending or Accepted from its drop-down.
  3. Tap Run report.

Here are the detailed steps if you need to customize reports in QuickBooks Online

 

Did you know you can send progress invoicing? You'll want to check this link on how to set it up: Set up and send progress invoices in QuickBooks Online.

 

Please post again if you need anything else. Wishing you all the best!

EmilyO
Level 2

Is there a way to view all of my open estimates on the dashboard?

Thanks, I think this will get me what I need, even though it's not on the dashboard

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