Is there a QB Online report showing non-posted invoices the way the desktop version would show them?

When migrating from QuickBooks Desktop to QuickBooks Online, please note that non-posting transactions, such as invoices marked as "HOLD," will not be included. QuickBooks Online (QBO) does not support non-posting invoices in the same way. As a result, we cannot run a report to display non-posting invoices.

To manage these specific transactions after migration, you will need to recreate them as Estimates in QuickBooks Online. Your estimates can be managed similarly to how you handled non-posting invoices in QuickBooks Desktop; they do not affect your financial accounts until they are converted into invoices.

Later, we can run a report specifically for these Estimates to get an overview. Once you decide to post the invoices, you can convert these Estimates directly into invoices.

To run a report for Estimates, follow these steps:

1. Go to the Report menu.
2. In the search field, enter Estimates by Customer.
3. In the Filter option, select Pending.
   
   

This workaround will allow you to manage non-posting transactions as you did in the desktop version by treating Estimates as your placeholder for non-posted invoices. When you are ready to post them, you can easily convert the Estimates to invoices.

After a customer accepts your estimate, you have the ability to directly convert that estimate into an invoice. This process is designed to enhance efficiency and save valuable time.

You can always rely on the Community for prompt support. If you have further questions, please leave a comment below.