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christina-texasp
Level 1

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

 
3 Comments
LieraMarie_A
QuickBooks Team

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

I want to make sure you can get all the information you need, @christina-texasp.

 

Let's perform basic troubleshooting to solve this. You can start by refreshing the page. If it still doesn't show the invoice numbers, it can be the result of outdated or corrupt cache files in your web browser. Browser caches help speed up basic browsing. It allows you to save more time when loading repetitive images or information. However, it can impact processes when your browser accumulates too much historical data. 

 

We can clear them in just a few easy steps. Let's start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

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

 

If it's responsive, I recommend that you clear your browser's cache. By clearing them, you can remove that historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser.

 

Here are some resources that I'm sure you'll find helpful in running reports:

 

Additionally, you can export them to Excel to help give you the flexibility to use them. Simply click the Export icon and select Export to Excel

 

Please let me know should you need further assistance with customizing your reports in the way your business needs. I'm always here to assist. Have a wonderful day.

christina-texasp
Level 1

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

NO, My question was not answered

Rea_M
QuickBooks Team

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

To answer your question is my priority, @christina-texasp. Let me share helpful details to show invoice numbers on the Estimate by Customer report in QuickBooks Online (QBO).

 

You may have not included the date that the invoice was issued while you set the Estimate by Customer report's period. That's why the Invoice # column is blank. With this, I recommend setting up the report's Report period to All Dates. This way, you're able to isolate this matter accordingly. To do this, here's how:

  1. Go to the Reports menu.
  2. Type in Estimate in the search box, and select Estimate by Customer.
  3. In the Report period field, choose All Dates.
  4. Click Run report.

 

I've attached a screenshot below that shows the last two steps.

 

In case the issue persists, I encourage you to report the situation by contacting our Customer Support team. They can initiate an investigation to fix this reporting issue.

 

Also, you're able to focus on the details that matter the most to you while pulling up reports in QBO. To learn more about modifying reports, you can check out this article: Customize reports in QuickBooks Online. Then, feel free to visit our Reports Help Articles page for more insights about creating and managing your reports.

 

Stay in touch if you have other reporting concerns by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day.

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