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A
Alpha X
October 3, 2024
Question

Qty in "Estimates & Progress Invoicing Summary by Customer"

  • October 3, 2024
  • 1 reply
  • 0 views

QuickBooks needs to modify its reports and invoicing to work based on quantity, not just dollar amounts. Currently, it only tracks dollar amounts, forcing me to manually calculate the invoiced quantity rather than just inputting how many items I’m shipping.

 

Additionally, the "Estimates & Progress Invoicing Summary by Customer" report doesn't display open orders by quantity. Instead, it shows the percentage or dollar amount still open. Quantity tracking is crucial for many users, and this feature should be added.

    1 reply

    R
    RheaMaeH
    October 3, 2024

    Implementing quantity tracking in your invoicing and reporting features, particularly within the Estimates & Progress Invoicing Summary by Customer, is vital for optimizing your business operations. Allow me to share some valuable insights about this functionality.

     

    In QuickBooks Online (QBO), we value customer suggestions as opportunities to enhance our product features. I encourage you to share your insights and recommendations regarding this feature.

     

    Your feedback will be forwarded to our Product Development team for careful consideration, ensuring continuous improvement of your experience with our software. Here's how:

     

    1. Click on the Gear icon.
    2. Select Feedback.
    3. Enter your suggestion and click Submit Feedback.

     

    Additionally, I’m including this article that will guide you through personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Reach out anytime if you have further questions or concerns about quantity tracking or report customization in QBO. The Community is always here to assist you.

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