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SteveBSME
June 9, 2021
Question

How are you tracking open estimates versus sold estimates

  • June 9, 2021
  • 4 replies
  • 0 views

How are you tracking open estimates versus sold estimates?  What method do you use to sort for estimates that still need to be followed up to get that order?

4 replies

katherinejoyceO
katherinejoyceO
June 9, 2021

Thanks for visiting the Community today, @SteveBSME. You can use the Job costing tools to track the expenses for a job and compare the expenses to your revenue. 

 

This way, you can:

 

  • Set up a customer's job for each of your jobs. 
  • Assign all your expenses to jobs. 
  • Enter your estimate in QuickBooks Desktop. 
  • Create appropriate invoices. 
  • Run job costing reports to identify which job is profitable and which is not.

 

For more insights, visit this article to get some pointers about this feature: Tracking job costs in QuickBooks Desktop.

 

For future reference, learn more about how to customize customer, job, and sales reports in QuickBooks. 

 

Should you have any other questions in mind, leave a comment below. I'll get back to you as soon as I can.

 

 

S
SteveBSMEAuthor
June 9, 2021

Thank you for your response.  I am looking on how to track estimates for sales.  Not for job costing.  This way we can see which estimates to follow up with customers to see if they are ready to buy those.   IS there a way to track this?  Or a plug in to a CRM, or similar?

    M
    Maybelle_S
    June 9, 2021

    Thanks for coming back to us, @SteveBSME.

     

    In QuickBooks Desktop (QBDT), we can create an estimate to track your sales. Once an estimate is saved in QuickBooks, it will be turned into a sales order or invoice if the customer decides to accept your quote.

     

    Here's how:

     

    1. Go to the Customers menu.

    2. Choose to Create Estimates.

    3. Select the customer or Customer:Job.

    4. Enter the Estimate details.

    5. Click Save and Close.

     

    Once done, you can now create an invoice. The available estimates for the customer will show on the pop-up window so you can add them to the transaction. I'll guide you how:

     

    1. Open the estimate.

    2. In the estimate screen, click Create Invoice.

    3. In the Create Progress Invoice Based on Estimate, choose any of the following:
    • Create invoice for the entire estimate(100%).
    • Create invoice for a percentage of the entire estimate.
    • Create invoice for selected items or for different percentages of each item.

    4. Click OK.

    5. Review the details on the Invoice page.

    6. Select Save and Close.

     

    I've added this link about customizing customer, job, and sales reports in QBDT: Customize customer, job, and sales report.

     

    Please know that you can always get back to us if you have other questions. I'm always here to help. Take care.

    S
    Specialist Marine
    November 6, 2023

    quiero saber como hacer para tener estimados enviados vrs estimado ganados

    S
    Specialist Marine
    November 6, 2023

    - We need to start tracking Estimates produced versus Accepted

    M
    Murfe1964
    November 7, 2023

    SteveBSME, I believe only you and I understand your question.  I am looking for the same thing.  As a manager, we want a report (not a series of transactions) that shows how many estimates resulted in sales.  To further clarify, we want to figure out WHY our estimates did not result in sales.  We do not want to delete reports etc.  Just a report of all Estimates vs Sales FROM THE SAME Estimates.

    M
    MarshallT
    January 3, 2024

    @Murfe1964, I would also like to have a report of estimates/quotes that were won vs lost. I want to know the percentage of my quotes that are being converted into orders. It would be great to be able to analyze this data by total number of quotes/estimates as well as by individual line items, quantities, and dollar amounts.

    Nicole_N
    Nicole_N
    January 3, 2024

    Hi there, @MarshallT. 

     

    Please know that generating a report that shows all the details you want isn't possible in QuickBooks Desktop. We can run an Estimates for All Customers report and customize it to show the items and amounts. However, if you want to show all the specific details like the total number of estimates and quantities, we can export the report to Excel and sort it out.  Here's how:
     

    1. From the report, select the Excel ▼dropdown.
    2. Then click Create New Worksheet or Update Existing Worksheet.


       
    3. If you see a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox. Tap OK.
    4. When you’re ready to export, press OK.

     

    From there, you can personalize your data further manually.

     

    While the details you want to add aren't available within QuickBooks, you can submit your feedback to make the program better by going to Send Feedback Online on your QuickBooks Desktop.
     

     

    You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

     

    I'll be in the Community space if you have follow-up questions about running reports in QuickBooks. Simply leave your reply and I'll make sure to get back to you as quickly as I can.

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