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Eve2019
Level 5
posted
‎August 26, 2024 12:00 PM
last updated ‎August 26, 2024 12:00 PM

reports - mark pending

Hello, 

 

I use Quickbooks desktop and wondering if there is a report I can run that show only invoice that are "Mark as Pending" and "estimates" that are mark as "Quotes". Basically need to see if there are any open or pending invocies. 

 

Thanks in advance

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1 Comment 1
MsNorthPND18
QuickBooks Team
QuickBooks Team
‎August 26, 2024 01:53 PM

reports - mark pending

I can guide you on how to generate reports in QuickBooks Desktop (QBDT), Eve2019. Let me help you in this process.

 

Indeed, it is possible to generate a report that will allow you to view the pending invoices and estimates you require. You can create two distinct reports by following to the steps below:

 

To view all the pending non-posting open invoices.

 

  1. Login to your QuickBooks Desktop (QBDT) account, and go to the Reports tab.
  2. Click Customers and Receivables, and select Open Invoices.
  3. Select Customize Report, and choose the Filters tab.
  4. Search Posting Status, and pick Non-posting. Then hit OK.

 

For viewing the Estimates.

 

  1. Go to the Reports tab, then Select Job, Time & Mileage.
  2. Under Job, Time & Mileage, and choose Estimates by Job.
  3. Hit Customize Report, and under the Filters tab, search for Job Status.
  4. Then choose Pending, then click OK.

 

You can customize the report to examine additional details regarding your outstanding reports.

 

Furthermore, to personalize your sales forms template, create copies, or import and export templates, refer to this article for comprehensive instructions: Use and customize form templates.

 

I'm available at any time to help you with QuickBooks regarding any inquiries related to generating reports.

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