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July 27, 2022
Question

Estimates - we can enter Revenues but not costs. Can we also add further customization in the reports to include the estimates and to add in %'s ie: profit percentage?

  • July 27, 2022
  • 1 reply
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1 reply

Adrian_A
July 27, 2022

Hi gweng-innovative,

 

I can see how convenient to add costs to the Estimate, and include a percentage on the report.

 

As of now, these options are unavailable in QuickBooks Online. Thus, I recommend sharing this feature idea with our Developers. You can click this link to post your insights: Customer Feedback.

 

As a workaround for the costs, you can use the DESCRIPTION field on the Estimate to keep track of the details.

 

When you're ready to convert the estimate to an invoice, you can check this reference: Convert estimate to an invoice.

 

Keep me posted whenever you have concerns. I'm just a post-away!