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U
Upwire
May 19, 2024
Question

How to identify estimates that have not been fully invoiced

  • May 19, 2024
  • 1 reply
  • 0 views

We use estimates and progress invoicing in Quickbooks Online.  Sometimes we neglect to invoice the final amount for a job we completed.  Is there a way to report what estimates have not been invoiced 100%? 

 

The  Estimates & Progress Invoicing Summary by Customer report is not helpful because it shows every estimate by every customer regardless of whether they were invoiced 100%.  This report is thousands of lines long and difficult to find the exceptions.  I do not see any way to exclude invoices that have been invoiced 100%.  I tried exporting the report to Excel but do not see a way to filter the report to exclude those 100% invoices.

1 reply

R
RhoiceW
May 19, 2024

Hi there, Upwire. I can show you how to run an estimate report excluding the 100% invoice in QuickBooks Online.

 

The option to customize the report by excluding 100% of the invoices in the Estimates & Progress Invoicing Summary by Customer reports is not applicable in QuickBooks. However, I suggest sending a feedback request to our product developers to let them know about customizing the report.  

 

Here's how:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon at the top, then Feedback.
  3. Enter your comments or product suggestions.
  4. Press Next.

 

Once done, our designated team will review it. You can track your future requests through the QuickBooks Online Feature Requests website.

 

Moreover, you can also run the Estimates by Customer report. This way, you can generate all pending estimates that have not yet been converted to invoices.

 

Here's how:

 

  1. Go to Reports. Search Estimates by Customer Reports, and click it.
  2. Click Switch to classic view.
  3. Tap Customize, and tick Estimate Status.
  4. Hit the dropdown arrow, then select Pending.
  5. Click Run report.

 

Furthermore, you can refer to this article to learn how to save your customized reports in QBO: Memorize reports in QuickBooks Online

 

Don't hesitate to comment on the post if you still have concerns about running your report in QBO. I'm always here to help.

U
UpwireAuthor
May 19, 2024

You say "Hi there, Upwire. I can show you how to run an estimate report excluding the 100% invoice in QuickBooks Online." 

 

That would be great news but then you go on to say "The option to customize the report by excluding 100% of the invoices in the Estimates & Progress Invoicing Summary by Customer reports is not applicable in QuickBooks. However, I suggest sending a feedback request"

 

So you cannot show me how to run the report.  I am not sure why you say that you can?  Am I understanding correctly?

R
RoseJillB
May 19, 2024

Let me shed some light on pulling up the estimates and progress invoicing in QuickBooks Online (QBO), @Upwire.

 

My colleague was right about the limited customization options in the aforementioned report. The report displays all transaction statuses whether they are pending, accepted, or fully invoiced. We understand how you wanted it to be customized according to your business needs. 

 

Nonetheless, we asked you to send your feedback directly to our product developer team as they are the ones who examined the feasibility of the feature and the benefits of your suggestion for our users. You can follow the steps provided by my peer, RhoiceW to do so.

 

Furthermore, you can export your reports if you want to use them outside the application. The complete guidelines are outlined in this article: Export your reports to Excel from QuickBooks Online.

 

Stay in touch if you have additional questions or need assistance with reports. I always have your back. Take care!

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