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A
accountshcc
August 26, 2024
Question

Progress Invoicing Reports - Per item

  • August 26, 2024
  • 1 reply
  • 0 views

Hi, 

 

We want to create a Quickbooks report to show the progress % invoiced for each line item on Estimate. We tried  to run report "Job Progress Invoices vs. Estimates", but it only shows the invoiced amount and progress % per estimate. How can we get the invoiced amounts and progress % for each line item? 

 

Also, can we show the non-fee line items (as item description) on this report?

 

Thank you!!

1 reply

T
Trish_T
August 26, 2024

Hi accountshcc,

 

Thanks for reaching out to us here.  QuickBooks Desktop offers multiple reports that can be customized.  

 

I recommend taking a look here, to see what reports are available, and how they can be customized to your preference.  If you would like to see additional reports and customization options, please don't hesitate to offer a suggestion to our Development team.  

 

If you have any other questions, feel free to reach back out.  We would be glad to help!

See original post.

A
accountshccAuthor
August 26, 2024

I tried to customize my report by showing all details. It can show me the estimate amount of each line item, but the Progress Invoice amount and % Progress are still combined all items, it only shows me the total % progress. How can I customize the report to show % progress for each line item. 

T
Trish_T
August 26, 2024

Hi accountshcc,

 

I feel you would benefit more by contacting our QuickBooks Desktop specialists outside of Community. Here's the link with the contact details.

 

Your success is our number one priority, and they will be happy to work with you personally, so you can accomplish your QuickBooks goals as soon as possible!

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