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How can I create a report of estimates that do not have invoices?

 
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QuickBooks Team

Re: How can I create a report of estimates that do not have invoices?

Let’s create the report you need, dollie.


You can pull up the Estimate by Customer report, and filter the ones that don't have invoice numbers. No number means they are not invoiced yet, or they were just marked as closed, accepted, or rejected. We can see their statuses on the report as well. 

  1. Go to Reports.
  2. Under Sales and customers select Estimates by Customer.
  3. Choose your Report period.
  4. In the Group by drop-down list, you can select None or do nothing with it. By default, it's set to Customers.
  5. In the Sort drop-down list, select Invoice# and sort in Ascending order.
  6. Click on Run Report. The result will be like in the screenshot below.

You can export the report to Excel, and filter the estimates with no invoice numbers.


Lastly, you can save the report, so you won't need to re-customize every time you need it. It will be added to your list of Custom Reports.

 

If you need to pull other data, please let me know. You can also use the article about customizing reports as reference in the future. Have a good day!

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