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Kristina83
April 25, 2019
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How do you set a report to show accepted estimates and invoices (in the same report sheet)

  • April 25, 2019
  • 1 reply
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    Best answer by katherinejoyceO

    John,

     

    I know this is a very old thread, but this is exactly the report the we also need to run our business more effectively.  When I run the Estimates by Customer Report, I am choosing the Invoice # column a you have indicated.  However,  the Invoice column is blank in our reports even though we have invoices linked to our estimates.

     

    Can you offer any guidance here?  


    Thanks for joining in this conversation, @treyholland71. At the moment, the option to show the invoices and estimates on a single report is still unavailable. 

     

    As mentioned by my peer @RenjolynC on this thread, you can run the Estimates & Progress Invoicing Summary by Customer and the invoice list separately instead. Then, export these reports to Excel to edit the info manually. 

     

    I can resend this idea again to our developers so they may consider this functionality and add this in QuickBooks someday. 

     

    Let me know if you have more questions. We're always delighted to be of your service. 

    1 reply

    E
    EmmaM
    April 25, 2019

    Hello Kristina83

     

    Are you using QuickBooks Online?If so there is the option of the estimate and progress invoicing summary by customer report which will show accepted status you can also go to all sales and change the filter to estimates and status to accepted to pull through what has been accepted..Currently the status column is not on the sales or transactions reports for customer so that will only come through on an estimate report.

     

    What information do you need on invoices is this just the ones that have been converted from estimates you need on the report as well as the estimate status?

     

    Thanks Emma

     

     

    K
    Kristina83Author
    April 26, 2019

    Hi Emma, I can pull through accepted estimates and invoices seperatly on QB online but I was wondering if there was a way to put accepted estimates (that i havent yet invoiced) and invoices not paid (without previous estimates) together so I can see how much we have coming into the company. Estimates are accepted and will be invoiced, but havent been yet as theyre not due. 

      P
      payment after leaving
      April 26, 2019

      Hi Kristana83

       

      There isn't currently a report that will accommodate your requirements.

      Our products are evolving constantly and to assist us with your requirements, and hopefully get them implemented, we encourage you to leave feedback from within the product.

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