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Yes, there is, @JWarrenCO. Allow me to provide a step-by-step guide on how you can run a report in QuickBooks Online (QBO) to show the invoiced amount and the remaining amount of your progress invoicing.
In QBO, you can generate the Estimates & Progress Invoicing Summary by Customer report to display the status of your estimates, how much has been invoiced, the percentage invoiced, and the remaining amount to receive. To do that:
Furthermore, we can schedule reports in QBO so you can send them at a regular and recurring period.
Please know you're always welcome to post in the Community whenever you have additional questions about progress invoicing. I will respond promptly to provide you with further assistance. Have a wonderful rest of the day, and stay safe.
When I go to Reports and search for Estimates & Progress Invoicing Summary by Customer I get the result "We couldn't find transactions that match your search. Expand your search and try again."
Thanks for reaching back, @JWarrenCO. I've got some troubleshooting steps to help you access the Estimates and Progress Invoicing Summary by Customer report page and get your work done promptly.
Occasionally, too much cache buildup in a browser can cause unexpected behavior with the product. To clean this up, I recommend accessing your QuickBooks Online (QBO) account using a private or incognito window. Please utilize these keyboard shortcuts:
Once signed in, go to the Reports menu and search for the report again. If it works without error, that's good news. You can go back to your regular browsing history and clear its cache. You can also log in to your account using other supported browsers like Firefox, Google Chrome, Safari, and Microsoft Edge to know what browser you need for the best experience when using QuickBooks.
Moreover, you have the option to customize the reports in QBO to focus on the details that you need. After that, you can save the current settings by clicking Save Customization. That way, you won’t have to go through the customization process again in case you need the same information in the future.
If you have additional questions when running reports, let me know in the comments below. I'll be here to answer them for you.
I love this report but I need one that shows the Product/Service as well? Any ideas? I have been messing around for a while and no luck. I need Product/Service, Customer, and Estimate. Thanks,
Is there a way to add Product/Service information? I need to see closed estimates by customer with Product/Service information. I have messed around for a while and can't seem to find one that lets me see estimates. I have one customer that pays a monthly flat fee so the estimates never convert to invoices and I need to see how much we did for them. Thanks,
I understand the importance of having a report about Product/Service, Customers, and Estimates, jones.
Currently, generating this kind of report is unavailable. However, we can pull up separate reports showing products/services and estimates. Then, we can export them into an Excel file to make the necessary changes.
Here's how:
Here's an article for additional info: Customize reports in QuickBooks Online.
Moreover, check out this guide about turning your estimates into invoices: Convert an estimate into an invoice in QuickBooks Online.
We are available around the clock to address any QuickBooks-related concerns. Take care and stay safe!
I have submitted feedback for this, as well. This report really provides no benefit for someone who uses progress billing. The task/product is needed.
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