Estimates & Progress Invoicing Summary by Customer Report

Thanks for the information you've provided. @Mdmx1324. I'm glad to share some updates about the Estimates & Progress Invoicing Summary by Customer Report in QuickBooks Online (QBO).

We currently have an ongoing investigation into the exact issue stated above. Our engineer is currently working on it. We appreciate your patience as we investigate this further.

For now, I'd recommend you contact our QuickBooks Support Team so that they can add you to the list of affected users. This way, you'll get notified via email once there's a fix or another update about this issue.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Go to Help.
3. Select Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

See this article for the schedule details: QuickBooks Online Support.

You can also refer to the following articles for future reference:

• Customize reports in QuickBooks Online
• Export reports, lists, and other data from QuickBooks Online

Please don't hesitate to post a reply if you have any clarification with progress invoicing or other concerns in QBO. I'll be here for you. Have a pleasant day ahead!

Thank you very much for the update!  I will add our company to the list so that I can get updates from your engineers as to when this may be resolved.

Enjoy the rest of your day.

Roberta

We are having this issue as well.

Thanks for joining the thread, @wp85.

Upon checking here on my end, there seem to be no ongoing issues similar to the one mentioned above. Let's perform some basic browser troubleshooting to ensure this has nothing to do with your browser. Please know that sometimes temporary internet files such as cache and cookies can speed up the performance of your browser. Too many of them can also affect your experience when using QBO.

To get you started, you'll want to access your QuickBooks Online (QBO) company in an incognito or private browser. You can use these shortcut keys:

Chrome: Ctrl+Shift+N
Firefox: Ctrl+Shift+P
Safari: Command+Shift+N

Once you're in, try to run the report. If it works and the partially invoiced estimates doesn't appear, you can clear your browser's cache. Refer to this article for the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

If issue persists, I'd recommend contacting our Customer Care Team. This way, they can access your account in a secure environment and conduct further investigation to determine the root cause of the problem. See this article for more information: QuickBooks Online Support.

Moreover, I've got this article to help you keep your current report settings inside QBO: Memorize reports in QuickBooks Online.

@wp85, you're always welcome to post here again if you have any additional QuickBooks-related concerns or need help accomplishing specific tasks inside QuickBooks. I'll be here, ready to assist you. Take care, and have a nice day.

Hi Kurt,

Yes, I've tried all of your suggestions and my browser is working fine. I've given up on this issue. We are looking into other accounting software.  QBO has way too many issues.  I believe May 25th an investigation into this issue was created.  I don't know though.

Thank you for your reply.  I appreciate it. 

Enjoy your evening,

Rob

Same problem with our company and it is not a browser issue.  

I understand the importance of having accurate data when running Estimates & Progress Invoicing Summary by Customer report, kbzeecee.

Currently, we have an ongoing investigation regarding the incorrect invoiced estimates that are shown in the report. Please be assured that our engineers are working diligently to resolve this problem.

I recommend contacting our QuickBooks Support Team so that you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. I've included the steps to contact support below. 

1. Go to the Help (?) icon at the top.
2. On the Assistant tab, click Talk to a human.
3. Enter  INV-91068 in the Type something field, then click the Send icon.
4. Click on I still need a human.
5. Select Get help from a human.
6. You can either select Chat with us or Have us call you.

Once resolved, you can start invoicing your estimates.

Additionally, you can run the Estimates & Progress Invoicing Summary by Customer report. It will give you the complete list of all estimates and connected progress invoices. Here's how:

1. Go to Reports.
2. Search for and open the Estimates & Progress Invoicing Summary by Customer report.
3. Personalize it to view the details you want to see.

I appreciate your patience as we work through this. If you have any other concerns or questions about managing your sales transactions, please don't hesitate to add a comment below. I'll be glad to help you out.