Kurt_M
Moderator

Transactions

Thanks for joining us here in the thread, @kris-.

 

Due to the high volume of feature requests, Our Product Development Team may have overlooked the request to be able to customise the Estimates and Progress Invoicing Summary report and filter it to show specific data in QuickBooks.

 

You can send feedback to our Engineers if you haven't yet sent your request. I'll input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. In the upper-right corner, click the Gear icon and then select Feedback.
  3. Enter a brief description of your product suggestion, and then click Next.
  4. Type your email address.
  5. Once done, click Send Message.

 

In addition, I've got you this article in case you'd like to share your reports with your team: Share custom reports.

 

Feel free to post here again if you have any additional QuickBooks-related concerns. Rest assured, Our team of product experts is always around to assist you. Take care!