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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
MichelleBh
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I know how precious your time is, @lar905. I appreciate all your efforts in dealing with this estimate and invoice issue in QuickBooks Desktop. 

 

You're right that the estimate's remaining balance shouldn't show as fully invoiced since you haven't done so. Someone may have invoiced your estimate's remaining balance. That could be why it shows as fully invoiced. Thus, I'd recommend checking the Audit Trail report to review your account activities or determine if this is the case.

 

Go as follows:

 

  1. Click Reports at the top menu bar and choose Account & Taxes.
  2. Select Audit Trail.
  3. On the report screen, click Customize Report.
  4. Go to the Filter tab and search for the Transaction type.
  5. Choose Invoice and filter the other details you want to show in the report.
  6. Hit OK

Audit trail.PNG

 

If no one changes your transactions, I'd suggest calling our Customer Care Team again. I know you've already talked to them, but they're the only ones who can give you a more in-depth look at your transactions. They can also submit a ticket to our product engineers for further investigation. Please call them within business hours for a swift response. 

 

In addition, you can run the Job Progress Invoices vs. Estimates report  to track how much you invoice for each estimate.

Job Progress Invoices vs. Estimates.PNG

 

Moreover, check out the following articles below for more information on how to record bank deposits and add estimates to projects:

 

 

Please let me know if you have further questions about your progress invoice or any other QuickBooks issues. I'm always willing to help. Keep yourself safe.

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