I have created various estimates in QuickBooks Online.
I have details of Date, Individual Service Line items, and delivery dates of those items (Image attached).
I basically want to an analysis of how much I am expecting to recieve from Services the upcoming months.
So if I am able to export data, which can give me the Estimate Number, the Product/Service details and date, and amount, I can project how much I am expected to recieve in the upcoming months/days.
Any idea on how I can do this?
I know a way on how we can export these data aside from the idea shared by Fiat Lux- ASIA, Sajeel.
We can run the Transaction List by Customer report and then export it to an Excel file.
Just a heads up, the PRODUCT/SERVICE column is not included in the report. However, we can take note of it through the Message displayed on statement field. I'll show you how:
Afterward, you're good to export the data into an Excel file:
When you're ready to convert the estimate to an invoice, you can check these articles:
ou can always post your questions here if there's anything else that you need help with. Stay safe!