I can help you generate the report that you need, @lmloizou. You can run Estimates by Customer report. It will show you the name of the customer, number of the estimate, status, and an Invoice No. if it's been applied. Here's how to run this report: Go to Reports and locate Estimates by Customer.Click the Customise button to filter the Estimate Status to Accepted. After setting all the filters, select Run Report. To know more about estimates and this report, read this article: Set up and use estimates. To get the most of your report, here's more information on how to customise reports in QuickBooks Online. Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can. Have a great rest of the day.

Question

Can I have a report with accepted estimates original value and invoiced to date?

Forum|Forum|5 years ago
August 18, 2020
1 reply
8 views

No text available

QuickBooks Online - International

MJoy_D

QuickBooks Team

I can help you generate the report that you need, @lmloizou.

You can run Estimates by Customer report. It will show you the name of the customer, number of the estimate, status, and an Invoice No. if it's been applied.

Here's how to run this report:

Go to Reports and locate Estimates by Customer.
Click the Customise button to filter the Estimate Status to Accepted.
After setting all the filters, select Run Report.

To know more about estimates and this report, read this article: Set up and use estimates.

To get the most of your report, here's more information on how to customise reports in QuickBooks Online.

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

L

lmloizouAuthor

Thanks for your response. However it has not solved my issue.

I am in Management Consulting and Training and for cash flow purposes: I need a combined report with accepted estimates (how much business I have secured / I have in my plate) and the invoiced amount to date, so that I know how much cash I can expect from each estimate (i.e. client) from the date of the report on wards.

e.g.

Column 1: Accepted estimate value

Column 2: Invoiced amounts to date

etc.

Rose-A

Level 10

We are a consultancy firm and are having the same issue. Unfortunately, the answer is always "export to Excel". It would be nice if QB was one large database or had the ability to link it's separate databases for purposes of reporting. All the manual work defeats the purpose of the accounting software. Since the estimate was converted to an invoice by QB, it should have a link between the two sets of data, which should then translate into pulling a report using any of the information found in both the estimate and the invoice.

Good luck!

We are always interested in customer feedback and insight into what we might be able to improve on, JustineCUE.

While QuickBooks aims to find new ways to make sure that your product meets your needs, I'll be taking note of this. I'd also encourage you to check our QuickBooks New Features to be updated on the latest product enhancements.

To see additional customization for reports within QuickBooks Online, I recommend leaving feedback for our Product Development Team.

Your ideas and suggestions can be entered directly through your account by clicking the Gear icon in the top right corner, then select Feedback. This is the best way to ensure meaningful updates are added in the future.

In the meantime, I recommend customising the report to get the specific details you need. You can also memorise it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

You can always get back to me if you have any other concerns or have follow-up questions about QuickBooks reports by adding another comment below. I want to make sure you're all set and got you covered. I'm here if you need further guidance. Have a great day! All the best.

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