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jrmeverden
Level 2

Open Estimate List

We prepare estimates for every client each year and invoice against them. In many cases there are recurring items on a single line. For instance, 4 quarterly reporting events at $300 each. I am looking to develop a report that lists all of the unbilled line items. If you look at the highlighted lines on the attached jpg, the first highlighted line show an estimate for 12 monthly reports at $200 each. We are in August so 7 of those have been billed but the report show the entire amount as unbilled. The report should actually show only $1000 unpaid. The second highlighted line is another example but in this case it is 5 events at $375, 4 of which have already been billed.

 

Any ideas on how to make this report (or another) show all the tasks and/or money that are unbilled? This seems like a report that everyone would want, it indicates what the current backlog of work is. Thanks in advance.

 

Jim Meverden Capture.JPG

Solved
Best answer August 23, 2019

Best Answers
Ryan_M
QuickBooks Team

Open Estimate List

Hi @jrmeverden,

 

Let me share to you customization steps you can do to make an open estimate list along with their remaining balance.

 

Here's how:

  1. Go to the Customers menu, then select Customer Center.
  2. On the Transactions tab, click Estimates.
  3. Change the Filter By drop-down menu to Open Estimates, and change the Date if needed as well.
  4. Click the Run Reports button, then select View as a Report.

Detailed steps on how you can further customize customer, job, and sales reports are in this link I provided. You can create taxable customers and sales by state reports to name a few.

 

Should you have any other questions in mind, leave a comment below. I'll get back to you as soon as I can.

View solution in original post

12 Comments
Ryan_M
QuickBooks Team

Open Estimate List

Hi @jrmeverden,

 

Let me share to you customization steps you can do to make an open estimate list along with their remaining balance.

 

Here's how:

  1. Go to the Customers menu, then select Customer Center.
  2. On the Transactions tab, click Estimates.
  3. Change the Filter By drop-down menu to Open Estimates, and change the Date if needed as well.
  4. Click the Run Reports button, then select View as a Report.

Detailed steps on how you can further customize customer, job, and sales reports are in this link I provided. You can create taxable customers and sales by state reports to name a few.

 

Should you have any other questions in mind, leave a comment below. I'll get back to you as soon as I can.

View solution in original post

jrmeverden
Level 2

Open Estimate List

Much appreciated. I think that did it.

 

Jim

Bookkeeping By Danit
Level 1

Open Estimate List

How do I create this report in QuickBooks online?

AlexV
QuickBooks Team

Open Estimate List

Hi there, Bookkeeping By Danit.

 

Welcome to QuickBooks Community!

 

We have Estimates by Customer report in QuickBooks Online. We can use it to pull up the list of estimates and we can also filter it by status.

 

You can follow these steps:

  1. Go to the Reports tab. Search and select Estimates by Customer.
  2. Click the Customize button and set the right reporting date.
  3. From the Filter section, find the Estimate Status drop-down any of the options.
  4. Tap Run report.

You may check this links for more details:

I'll be here if you need more help. Wishing you all the best!

Bookkeeping By Danit
Level 1

Open Estimate List

I checked the option you gave me, in no way I was able to get a column with the unbilled portion of the estimate. The report shows only the estimate amount but not the amount that was not invoiced yet. 

 

Do you know if I can add the "unbilled estimate balance?"

 

Thank you!

Jovychris_A
QuickBooks Team

Open Estimate List

Thanks for your prompt response, @Bookkeeping By Danit.

 

You can pull up the Estimates & Progress Invoicing Summary report to get the details for unbilled balance.

 

Here's how:

  1. Go to the Reports menu.
  2. In the Standard tab, go to the Sales and customers report section.
  3. Select Estimated & Progress Invoicing Summary by Customer.

 

From there, you can also customize the reports to filter or adjust the dates and see specific customers with outstanding balances.

 

Also, you'll want to print, email, and export reports, you can click it above the report window. I've added a link as your reference: Run reports in QuickBooks Online. It covers the links to do more with reports.

 

Let me know if there's anything else you need assistance with QuickBooks. I'm always around to help. More power to your business!

SteveBSME
Level 1

Open Estimate List

Most helpful if on an answer the version of QB being used is stated first.  Without that how we will now if your answer is for our version?

LeizylM
QuickBooks Team

Open Estimate List

Glad to have you here in the Community, SteveBSME. 

 

Thanks for bringing this matter to our attention. I want to make sure you get the most updated answer in QuickBooks Desktop. 

 

Can you tell me what version of QuickBooks you're using? Any additional information would help us provide the best resolution for your inquiry?

 

To stay current on all QuickBooks news and latest updates, you can visit the QuickBooks Blog site. It provides articles depending on which topics you've selected.

 

This should help you moving forward. Stay in touch if you have any questions about  QuickBooks. I’m always here to answer them. Enjoy the rest of your day!

SteveBSME
Level 1

Open Estimate List

desktop pro 2020

SteveBSME
Level 1

Open Estimate List

Desktop Pro 2020

Kristine Mae
QuickBooks Team

Open Estimate List

We appreciate you getting back to us, SteveBSME.

 

You can follow Ryan_M's steps at the top to help you get the report that will show the unbilled customer balance. The steps are for Desktop users.

 

Also, you can customize the report to help you focus on the details that matter to you. 

 

Don't hesitate to visit us if you have other concerns. We'll be around to assist you. Take care!

SteveBSME
Level 1

Open Estimate List

Wow it is almost like none of you guys are reading what i write.

 

How do you show if an estimate has been sold or not?

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