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C
c123
January 27, 2021
Question

Job Progress Vs Estimates Report

  • January 27, 2021
  • 1 reply
  • 0 views

Hi,

 

Can anyone tell me why the Amount Paid Column is 0 even though there has been a payment.

 

Thank you

 

 

1 reply

C
CharleneMaeFQuickBooks Team
QuickBooks Team
January 27, 2021

Let me first welcome you here in the Community, @c123.

 

I'm here to share some details why the Amount Paid column shows zero in the Job Progress vs. Estimates report.

 

For progress invoices, you work from your estimate instead of the normal invoice workflow. Therefore, you'll have to create an invoice to ensure there is progress, and the amount will appear on the report.

 

Aside from that, making payments without invoices is another reason the Amount Paid column shows zero.

 

To learn more about how progress invoicing works, please see this article: Set up and Send Progress Invoices in QuickBooks Desktop.

 

You can also visit these articles to learn more about how to track customer transactions accurately:

 

 

Additionally, I've added an article that'll help you personalize your invoice template. This helps you choose the information you'd like to see in the form: Use and customize form templates.

 

I'm always here to assist you if you need more help in completing your other tasks. 

C
c123Author
January 29, 2021

Thank you for your reply. We are using Work Flow #3. But the amount paid still shows 0

Morgan_B
Morgan_BQuickBooks Team
QuickBooks Team
January 29, 2021

Hey there, c123.

 

Thanks for following up on this thread and letting me know which workflow you're currently using. I'd be glad to help point you in the right direction so you're able to view the amount that has been paid on the report.

 

Since the amount paid is still showing as zero, I recommend reaching out to a member of the QuickBooks Desktop Support Team. Agents have specialized tools, like screen-sharing, to take a closer look at your account to determine what's causing this issue. Here's how to get in touch with the team:

 

1. Press the F1 key on your keyboard.

2. Select Contact Us.

3. Enter Support in the field and click Continue.

4. From here you can choose to message an agent, or set up a callback for a time that's convenient for you.

 

The following linked article provides these steps if you ever need them again in the future: Contact the QuickBooks Desktop Customer Support Team

 

Please feel free to contact me if you have questions about this or anything else. I'll be here to help.

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