Estimates & Progress Invoicing Detail by Customer - not a summaryI need to see the Estimate, and the invoices created from that Estimate in a report.

Running a report with the original estimates and invoices created is essential to monitor the progress of your sales, rjlane. I'm here to provide information about the report and ways to achieve this.

The option to run a detailed report with these details is currently unavailable in QuickBooks Online. As a workaround, I suggest running and customizing the Estimates by Customer report. It gives you the customer name, the estimate number, the status, and the invoice number if it's been converted. I'll show you how:

1. Go to the Reports menu.
2. Type in Estimates by Customer in the Search bar.
3. Customize the report to get the correct data.
4. Export the report to Excel.

Then, run the Invoice List report and manually select the invoice linked to an estimate (use the Invoice # shown in the Estimates by Customer report). Then, export it to also.

Once done, you can combine both reports on the Excel sheets to get the desired data.

I know how this functionality would be beneficial to your business. Rest assured that the Product Development Team is constantly enhancing the program. They continue introducing new features, interfaces, or other improvements to cater to the users' business needs.

I encourage sharing your request about having this functionality while running reports. You can follow the steps on how to submit it:

1. Go to the Help menu and click Send Feedback Online.
2. Select the Product Suggestion option.
3. Enter your feedback or product suggestions.
4. Click the Send Feedback button.

Additionally, QuickBooks Online allows you to remind customers about due dates. It'll help you receive and track the payment on time on your converted invoices.

You can always get back on this thread if you need assistance receiving invoice payments or handling a customer credit or overpayment. My team and I are ready to help you out.