Question

Estimates Reports

Forum|Forum|2 years ago
June 19, 2024
1 reply
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Hi

Is there a way of running an open estimates report by customer but including the product type/description? It would be really useful not to have to look at each quote to determine the product that was quoted if you are looking to generate sales of a certain product/service.

Many Thanks

QuickBooks Online

E

emmam6

Hello SaraM2, with estimates being a non-posting transaction there are not many report options. There is not a report option that would pull up the product detail on the estimates. We have checked both estimate reports and our transaction reports and confirmed this with our senior team. The estimate is not counted as a sale so product information can't yet be pulled through unfortunately. We will pass on you feedback as we are currently working on improving our reporting.