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paulstripp17-gma
February 25, 2024
Question

Hi, I am an estate agent, my account is supplied by my accountant. I want to be able to do sale forecasting, how can I do that on quickbooks?

  • February 25, 2024
  • 1 reply
  • 0 views
Its very difficult to predict when and if I will get paid once a house goes under offer, but if there are any tips or tricks using quickbooks I would be very grateful - we only raise an invoice once it has exchanged but it would be good to use some sort of average £ of those under offer, based on my success rate etc

1 reply

Clark_B
Clark_B
February 25, 2024

Hello there, @paulstripp17-gma.

 

I understand the importance of being able to do sale forecasting in QuickBooks Online (QBO). Let me share an insight about this feature you want to have in your QuickBooks account.

 

Currently, the feature to do sale forecasting in the UK region is unavailable as it's only available in the US. For now, I recommend sending feedback. Your feedback will help us improve your QBO experience and will be shared with our Product Development Team.

 

Here's how:

 

  1. At the upper right corner, click the Gear icon.
  2. Under the Profile, select Feedback.
  3. Enter your comments or product suggestions.
  4. Then, select Next to submit a feedback.

 

You can also check this to track your request: Customer Feedback for QuickBooks Online.

 

For future reference, you can check this article to help you run financial reports: Run reports.

 

If you have any other concerns about forecasting or other QBO-related concerns, please don't hesitate to leave a comment below. I'll be here to further assist you.

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