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Buy nowI'll take that by Estimate Summary report, you mean Estimates & Progress Invoicing Summary by Customer report, dawnjohnson.
Being able to pull up the said report in numerical order is a great option. I'm here to share more information about it.
The mentioned report is arranged by customer name. Though you can sort it into ascending or descending order, the arrangement will be grouped.
I've added this article as your guide in modifying reports: Customize reports in QuickBooks Online.
You can always post a Reply whenever you have concerns about customizing reports.
I'm sorry I was not clear. I was referring to the Estimate Summary that is included on each invoice I send to clients.
I can provide some clarifications about the order of the Estimate Summary on the invoice, dawnjohnson.
Right now, the Estimate Summary not in numerical order is working as designed. While we're unable to change it, you can send feedback to our Product Engineers. They're continuously discovering new ways to adapt to our customers’ needs.
Here are the steps you can follow.
Your feedback helps our Product Development team determine which feature will be implemented in the next future update. You can track product requests through the QuickBooks Online Feature Requests website.
I'm also adding these articles to help manage your estimates and invoices.
Please feel welcome to contact me again by replying to this thread and I'd be more than happy to help you. I hope you're having a productive week.
Thanks for your response. I'm not sure I understand "the Estimate Summary not in numerical order is working as design"? It looks randomly generated. I don't see a rhyme or reason? Thanks for you help!
I will certainly leave feedback. I have some projects that have over 15 invoices. Super confusing when looking through the list. Makes no sense to me.
I understand how this functionality would be beneficial to your business, dawn.
The Estimate Summary is designed by our Product Development team as it is in QuickBooks Online. We're unable to modify it to have all the transactions listed in numerical order. Sending feedback is a great way to help us improve the features of the program. For more details, please see this article: Submit Feature Request.
Additionally, I've added an article that'll help personalize your data and focus on the details that matter the most to you: Customize reports in QuickBooks Online.
Please let us know if you need additional assistance managing your sales transactions. We want to make sure your books are accurate.
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