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November 10, 2023
Question

Quote Reports with Service date

  • November 10, 2023
  • 1 reply
  • 0 views

Hi

 

I'd like to find the quotes for services rendered for work done in a particular month, but there has not been an invoiced yet

 

Is there a report that shows the quotes and service date that I can filter on?

1 reply

November 10, 2023

Hello there, @Lameez B.

 

I am aware of the advantages for businesses like yours. I want QuickBooks Online (QBO) to have this feature just as much as you do.

 

But QBO is still unable to run a Quote or estimate report that will show the service date. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

 

Here's how:

 

  1. Sign-in to your QuickBooks Online account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestion and click Next.

 

You may also want to read this article to learn how to customize a report in QBO: Customize reports in QuickBooks Online.

 

Let me know if you require further assistance running reports in QuickBooks Online. I'm here to help anytime. Have a good one.