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January 19, 2021
Question

Is there a way for the report "Estimates

  • January 19, 2021
  • 1 reply
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1 reply

Rubielyn_J
January 19, 2021

It's good to see you here, @tbrown2160.

 

Yes, we can run the Estimates by Customer report in QuickBooks Online. We can use it to pull up the list of estimates and filter it by status.

 

Here's how: 

  1. Log in to your Online account.
  2. Go to the Reports tab. 
  3. In the Find report by name field, search and select Estimates by Customer.
  4. Click the Customize button and set the right reporting date.
  5. From the Filter section, choose the options that you want to show on your report.
  6. Once done click Run report.

Meanwhile, I'll be adding these links to guide you more with reports: 

Let me know if you need further assistance. I'll be around to help you. Wishing you all the best!