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July 11, 2023
Question

Is there a report available of open quotes/estimates that has not yet been converted to an invoice?

  • July 11, 2023
  • 1 reply
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1 reply

Adrian_A
July 11, 2023

Good day, Ernest!

 

Yes. A report that shows the pending estimate/quote is available in QuickBooks Online. I'm here to guide you through the steps.

 

We can run the Quotes by Customer report. Here's how:

 

  1. Click the Business overview, and select Reports.
  2. Enter and select Quotes by customer.
  3. Click the Customise button.
  4. Filter the Report period if needed.
  5. Click Run report.

 

I've also added this article when you're ready to convert quotes to an invoice: Convert a quote to an invoice.

 

I'm always around if you need help creating an invoice.