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C
canyesee
April 22, 2019
Question

For the report Estimates by customer there is no fields Product/Service, Description, and quantity which is the first 3 fields you enter into a estimate. No option allow

  • April 22, 2019
  • 3 replies
  • 2 views
No text available

3 replies

L
LauraAB
Level 8
April 22, 2019

Hi canyesee,

 

Thanks for reaching out and I can clarify why you're not seeing those options.

 

The Estimates by Customer report simply shows a list of estimates for a certain customer. The reason it doesn't show the product/service, description, or quantity fields is because there could be more than one product on each estimate. If you'd like to see the estimate in more detail, it's possible to open it right from the report to view the items. All you have to do is click the text in the columns, such as the estimate number column.

 

For your reference, here are a couple of links about estimates and customizing reports.

Don't hesitate if you have more questions!

C
ChingChee
January 24, 2022

I have the same issue. It has been almost 3 years since the first comment about this issue and UNTIL NOW no modifications happened on Quick books :(

C
canyeseeAuthor
April 23, 2019

Hi  Ana

 

Hi thanks for the reply we know this about clicking on the estimate. But we cannot do this for 75-100 estimates we have open at one time it is more work and more time . Quick books has a sales report with product service, Description, and quantity fields why not an estimate report with these values. 

We have 75 -100 estimates (Sales orders) as we have inventory of product. 

 

Thank Mike

    J
    JamesM
    Level 5
    April 23, 2019

    Hi there, 

     

    I appreciate your feedback about this. I know how time-consuming the process can be and I recommend leaving feedback for our engineers. You can do this by clicking the gear icon and looking for Feedback. New product ideas and improvements are largely based on the feedback we get from users like. Let me know if you have questions. I'm here to help. 

    C
    cpaquin
    October 2, 2020

    This is a needed feature! We use estimates as a sales backlog and project income by product line for a period. Even though we could use POs, not everything goes into that system except for actual POs. Recurring maintenance items and such are set up as future estimates we quickly convert to invoices when they come up.  It is so tedious to drill down into each estimate and get that data. A simple function that could be easily implemented.

      N
      Nick K
      October 2, 2020

      Hi cpaquin,

       

      Being able to use your QuickBooks Online account to track all financial information is important to any business. I'd be happy to explain how to get this added.

       

      As my colleague stated the best way to have this added in future updates would be to send feedback to our developers. You can do this in product by following these steps.

       

      1. Select the Gear icon at the top, then Feedback.
      2. Enter your comments or product suggestions then select Next.
      3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
      4. From the drop-down, choose the appropriate category, then select Send message.

      Hope this helps.

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