How to export estimates to excel?

Hello, userbharath. 

Thank you for reaching out to the Community. You can export a list of estimates with details from the export option in all sales options in the sales menu. I'll walk you through on how to do it: 

1. Click Sales, then All Sales.
2. On the All Sales page, select the Filter.
3. Under Type, choose Estimates.
4. Set your date range and any other filters you need, then Apply.
5. Tap Export to Excel. 

For additional reference about exporting estimate to excel file, read this article.  

Feel free to comment below if you have any other questions. I'm always here to help. Stay safe!

I need to include the progress information so that my customer can see how much of each item has been paid.

Welcome to the Community. I've got you covered on how to include the progress information, nicepipes.

We can set up progress invoicing to split an estimate into as many invoices as you need. Instead of asking for full payment of a project, you can invoice customers for partial payments. As you complete work, add items from the initial estimate to progress invoices to keep project payments organised and connected from start to finish. Here's how to turn on the progress invoicing: 

1. Go to the Gear icon on the top menu. 
2. Select Account and settings.
3. Click the Sales tab.
4. In the Progress Invoicing section, hit Edit.
5. Turn on the Create multiple partial invoices from a single estimate switch.
6. In the Update your invoice template? window, select Update.
7. Press Save, then Done.

Now you can create multiple invoices from your estimates. Once you have turned on this feature, QuickBooks will create default progress invoicing template. Then, create a progress invoice template by following the steps below: 

1. Go to Go to the Gear icon on the top menu.
2. Select Custom form styles.
3. Select New style and then Invoice to create a new invoice template. Or, to update one of your existing templates, find the template and select Edit.
4. Give the template a name, like "Progress invoice template."
5. In the Design tab, select Change up the template or Dive in with a template. Select the Airy classic template. This is the only template that works for progress invoices.
6. Tap Edit print settings or When in doubt, print it out. Just make sure the checkbox for Fit to window envelope or Fit printed form with pay slip in window envelope is unchecked.
7. Hit the Content tab.
8. Click Edit on the table section of the form (the second section with Activity, Rate, and Amount). Choose the Show more activity options link. We can also select the Show progress online items (email only) checkbox if you want to show item details on the progress invoice.
9. Hit Edit on the footer section of the form (the third section with Total and Balance Due). Then, select Estimate summary (email and web only) if you want the invoice to display the estimated amount, the amounts of individual progress invoices, and the total amount invoiced so far.
10. Press Done.

Here's an article you can refer to for more details about setting up and sending progress invoices in QuickBooks Online. Feel free to visit our Manage Customers and income page for more insights about managing your company's income and sales transactions.

I'd be happy to hear any updates after performing the steps as I want to ensure this is resolved for you. Also if you have questions about running reports, please add a reply below. I'd be happy to assist you further.