Question

Estimate and Progress Invoicing Summary report shows wrong amount invoiced

Forum|Forum|1 year ago
September 20, 2024
2 replies
0 views

I am running the Estimate and Progress Invoicing Summary report and estimates that were updated from a prior period are being reported as having been invoiced when they have not actually been invoiced. The estimates were updated because of additions from customer. They show up on the estimate as open but on the report it is showing as having been fully invoiced. It has not been invoiced.

QuickBooks Online

M

Maybelle_S

Thank you for reaching out about the discrepancies in the Estimate and Progress Invoicing Summary by Customer report, iFyber950. Rest assured, we can get to the bottom of this issue and ensure your reports are accurate.

Upon checking on our end, I can confirm that the issue regarding the incorrect amount on the Estimates & Progress Invoicing Summary by Customer report has been resolved, and the status is now closed.

To resolve the issue of estimates showing as the invoiced and wrong amount in the report, perform basic troubleshooting steps. Too much historical data can slow down loading times, and clearing it will resolve the problem.

First, access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

Chrome: Ctrl + Shift + N
Firefox: Ctrl + Shift + P
Safari: Command + Shift + N

Once done, generate the report again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

If the issue persists, I suggest contacting our Customer Support Team. This way, they can pull up your account securely and check the cause of the problem.

Here's how:

Go to the (?) Help icon.
Select Talk to a Human.
Enter a short description of your concern.
Click on I still need a human.
Tap Contact Us to connect with our live support.
Choose to Get a callback.

Additionally, check this link to customize your report layout and ensure the correct data appears: Customize reports.

I appreciate your patience as we work through this. Let me know if you have other questions about the data in the Estimate and Progress Invoicing Summary by Customer. I want to help you more.

I

iFyber950Author

Thanks for your help!

S

Scott 5

Did you ever get a resolution to this issue? I am having the same problem.

K

KimberlyS

We appreciate you joining us in this thread, Scott 5. I'm here to route you to the appropriate support for assistance.

Before anything else, have you tried performing the troubleshooting steps outlined above? This process can help prevent issues related to corrupted cache files, which cause discrepancies in your report.

If the issue persists, I recommend contacting our customer support team to report this matter. With their tools and expertise, they can thoroughly check why the Estimates & Progress Invoicing Summary by Customer report displays incorrect amounts for invoiced estimates to provide the most relevant resolution or workaround.

Here's how:

Access your QuickBooks Online company.
Click (?) Help, then proceed to the Search tab.
Select Contact Us.
Choose a topic you need help with or Ask about something else to specify your concern.
Pick a way to talk with an expert: Start a chat or Get a callback.

Additionally, ensure to observe their support hours to connect with them accordingly.

On the other hand, you can memorize your report to save its current customization settings and have it emailed on your preferred schedule if necessary.

If you have more questions about generating estimates reports or other data in QuickBooks Online, please revisit this thread anytime. You can use the Reply button below to submit your queries.

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