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lisa297
April 13, 2024
Question

The report Estimates by Customer now shows the full estimate, not the balance. It is not accurate. Used to show me the balance left of estimate to be invoiced only.

  • April 13, 2024
  • 1 reply
  • 0 views
How can I get the correct report now?  

    1 reply

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    LeizylM
    April 13, 2024

    I understand the importance of seeing the balance left to be invoiced on each estimate when running reports in QuickBooks Online (QBOI), Lisa. I'm here to share insights about this.

     

    The Estimates by Customer report shows the full original estimate amount, not the remaining balance to be invoiced. If you want to show the remaining balance yet to be invoiced we can generate the Estimates & Progress Invoicing Summary by Customer report. 

     

    Here's how to access the report. 

     

    1. Go to the Reports menu. 
    2. Search for Estimates & Progress Invoicing Summary by Customer.
    3. Select Customize and click the Rows/Column.
    4. Check the box for Balance, Invoice Amount, and the Remaining Amount. 

     

    Allow me to share these articles for additional information and guidance when running reports in QBO:

     

     

    Keep your post coming if you need further assistance running the reports you need. I want to ensure you can generate the correct report. Have a good one. 

    L
    lisa297Author
    April 13, 2024

    Thank you for the reply.  I ran that report.  It lists every order, even those with 0 balance.  Is there a way to get only orders with a balance?  

    Is the change that was made to the Estimates by Customer permanent?  

     

    J
    JanbonN
    April 13, 2024

    I appreciate the prompt response, @lisa297.

     

    The program cannot show orders with balance only on the Estimates & Progress Invoicing Summary by Customer report. To achieve this, we'll need to export the report in Excel, and then customize it further there. 

     

    Also, could you please specify what changes you've noticed in the Estimates by Customer report? Please note that the report displays the original estimate amount, not the remaining balance to be invoiced.

     

    Additionally, you can record invoice payments you receive from your customers.

     

    If you have any further inquiries or concerns with your reports in QuickBooks, please don't hesitate to let me know. I'll be here to assist you in any way I can.

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