Skip to main content
April 28, 2023
Question

How do i customise the estimates & progress invoicing summary report to sort by quote status ie; pending, closed accepted. I can't find the option to filter by status

  • April 28, 2023
  • 1 reply
  • 0 views
the report shows every estimate even the closed ones, my report is too large i don't want to see all quotes in qb. I want to be able to filter by status

1 reply

April 28, 2023

Thanks for dropping by, @Amanda13. I appreciate your always coming back to the Community forum to submit your concerns. Now, I'd be glad to help you clear things out.

 

It would be nice to perform any activities in QuickBooks Online without experiencing challenges. Currently, the option to sort by quote status isn't available in QBO. If you feel that this is something that we need to improve in the future, I recommend sending feedback to our software engineers. Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Gear icon on the top right corner.
  3. Select Send Feedback below the Profile column.
  4. Type in a brief description of your feature request, then Send.

 

Check out this article to learn more about managing reports in QBO:

 

 

Feel free to click the Reply button below if you have further questions about running reports in QuickBooks Online. We're available 24/7. Keep safe!