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Hezzy
May 2, 2020
Solved

Estimates - How to See Total Balance of all Estimates Not Invoiced Yet

  • May 2, 2020
  • 1 reply
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I want to be able to view the total amount of estimates that have not yet been invoiced. Right now, all I can see is the total amount of all estimates ever created, and we have invoiced against those estimates using progress invoicing so I want to be able to see just the remaining balance of estimates that still need to be invoiced for. How can I do that? Thank you!

 

 

    Best answer by mazar

    Hello,

     

    There is a pre-built report that will show you this. 

    "Estimates & Progress Invoicing Summary by Customer"

    Picture attached.

     

    The BALANCE columns shows whats left to be invoiced from the estimate.

     

    This is from Simple Start.  If you have QBO Essentials, Plus, or Advanced, you can customize the same report to filter for different things depending on your subscription level such as ONLY estimates that are in certain status.

    1 reply

    M
    mazarAnswer
    May 3, 2020

    Hello,

     

    There is a pre-built report that will show you this. 

    "Estimates & Progress Invoicing Summary by Customer"

    Picture attached.

     

    The BALANCE columns shows whats left to be invoiced from the estimate.

     

    This is from Simple Start.  If you have QBO Essentials, Plus, or Advanced, you can customize the same report to filter for different things depending on your subscription level such as ONLY estimates that are in certain status.

    M
    Michelle130
    July 8, 2020

    Hi 

     

    We need this report and how can I get this report for our company? Thanks 

    MarsStephanieL
    MarsStephanieL
    July 8, 2020

    I’d be happy to help you pull up this report in QuickBooks, @Michelle130.
     
    The Estimates and Progress Invoicing Summary by Customer report will show you the pending estimates and the invoiced estimates. Here’s how to get this report:
     

    1. From the left pane, go to the Reports menu.
    2. Enter Estimates and Progress Invoicing Summary by Customer in the search box.
    3. In the Report period section, choose the date of the report you want to run.

     
    Once done, you’ll see the estimates within the reporting period. The estimates that wasn't invoiced is tagged as Pending under the Status column. Here's a screenshot for your reference.

     

     

    You can also customize it to easily identify the detail in the report, then memorize it to save the variables you’ve customized.
     
    I also added this article that can help you learn more to manage your reports available in QuickBooks: Run reports in QuickBooks Online. This includes list of specific reports with the specialized feature you can apply to accomplish your task faster.
     
    I’ll be here should you have other concerns or questions in QuickBooks. Take care and have a wonderful day ahead.

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