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Artec
Dec 28, 2022 3:52 PM UTC
Solved

Run estimate report - open estimates only

Hi. How do I run a report, only of the estimates that have not been converted into a sales order or to an invoice?

    JamesM4Answer
    Dec 28, 2022 6:51 PM UTC

    No worries. Since the function you've described above isn't available in QuickBooks.  I can see the benefit of having this function and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you.

     

    Let me know if you have other questions by leaving a comment below. I'll be one message away. 

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    4 replies

    JamesM4
    Dec 28, 2022 4:53 PM UTC

    Hi Artec,

     

    Welcome to the QuickBooks Community. The program offers a variety of reports that help you bring your finances into perspective with ease. I'll be glad to give you a hand with running the report you've described above. 

     

    I recommend taking a look at the Estimates by Customer report which you can search for after clicking on Reports from the left navigation menu. Once you have the report open, you can customize it by clicking on Customize > click on Filter so the drop-down with options appears > from here you can filter the Transaction type and Estimate status to your liking. From here you can run the report so you can see the info that you're looking for. For more info on how to customize reports, check out this article here. 

     

    Let me know if this info helps. I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the week. 

    ArtecAuthor
    Dec 28, 2022 5:21 PM UTC

    Thanks for you reply, I tried it but I haven't seen there the option to run an estimate report with the status of Unconverted to a sales order. 

    What would you suggest?

      JamesM4Answer
      Dec 28, 2022 6:51 PM UTC

      No worries. Since the function you've described above isn't available in QuickBooks.  I can see the benefit of having this function and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you.

       

      Let me know if you have other questions by leaving a comment below. I'll be one message away. 

        M Davis1
        Dec 19, 2023 3:21 PM UTC

        Go to Sales (on the side bar) > Estimates.  Once in Estimates you will see ways to sort across the top (date, no, customer/project, amount, status).  Sort by Status. Unconverted will show up as "pending".

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