I understand the importance of seeing the balance left to be invoiced on each estimate when running reports in QuickBooks Online (QBOI), Lisa. I'm here to share insights about this.
The Estimates by Customer report shows the full original estimate amount, not the remaining balance to be invoiced. If you want to show the remaining balance yet to be invoiced we can generate the Estimates & Progress Invoicing Summary by Customer report.
Here's how to access the report.
- Go to the Reports menu.
- Search for Estimates & Progress Invoicing Summary by Customer.
- Select Customize and click the Rows/Column.
- Check the box for Balance, Invoice Amount, and the Remaining Amount.
Allow me to share these articles for additional information and guidance when running reports in QBO:
Keep your post coming if you need further assistance running the reports you need. I want to ensure you can generate the correct report. Have a good one.
