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michaelsworkshop
August 22, 2024
Question

Is there a reports that shows approved estimates, payments & open estimate balance?

  • August 22, 2024
  • 4 replies
  • 83 views
Is there one report that shows approved estimates, payments & open estimate balance?

4 replies

Tori B
Tori BQuickBooks Team
QuickBooks Team
August 22, 2024

Good morning, @michaelsworkshop.

 

Thanks for taking the time to reach out to the QuickBooks Community. I hope you're having a great day so far. 

 

For this one, I recommend running the Transaction List by Customer Report. With this report, you have more customization options available than you would with the basic premade estimate reports. I'm including a screenshot below of my test account report to view as an example. 

 

 

Here's how you can run this report: 

 

  1. Go to the Reports menu. 
  2. In the search bar, key in Transaction List by Customer and click on the report. 
  3. From the top right corner of the report, tap on Customize. 
  4. Customize the report as you see fit. 

 

That should do the trick. For additional information about customizing reports, check out Customize reports in QuickBooks Online. 

 

Don't hesitate to let me know if you have any additional questions or concerns. Take care and have a great day ahead! 

michaelsworkshopAuthor
August 26, 2024

The suggestion does not work.  I am looking to print a list of only open approved estimates, with any in-progress paid invoices listed and subtracted and a final column of what is still remaining open on the estimate.

Name, original estimate amount, payments, open amount  to be billed - these 4 columns.

ZackE_Moderator
Moderator
August 26, 2024

Thanks for getting back with the Community, michaelsworkshop. I appreciate your detailed information.

 

If you're not able to customize a report like you'd prefer to, you can export a copy and edit it further outside of QuickBooks.

 

Here's how:
 

  1. Open the report you'd like to export.
  2. Click its Export icon.
  3. Select Export to Excel.
  4. Save your file somewhere you can easily find it, like the Downloads or Desktop folders.

 

In the event you're missing data when opening your report in Excel, the file may be in protected view. If so, you'll need to turn on Enable Editing to view your full report.

 

I've also included a couple detailed resources about working with reports which may come in handy moving forward:
 

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Monday!

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