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Replying to:
MarkAngeloG
QuickBooks Team

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I appreciate your quick response and clarifying your concern, Dawn. Printing the estimate that shows an estimate's specific details and columns, such as the invoiced amount and remaining balance, is currently unavailable in QuickBooks Online. However, I have workarounds that can help you print this.

 

First, use the same procedure my colleague provided, but you'll need to print it from the invoice transaction. Enabling the Account summary, Estimate summary and the Show on invoice will allow you to see the balance due and the total invoice balance. However, if you create and print another invoice from the estimate, it will only show the latest update of the items, which means that the completed tasks won't appear. Please take note this will only show the summarized amounts.

 

Below are examples of two different invoices from a single estimate:

 

 

 

If you need to obtain the detailed breakdown for each item, we'll have to print the Estimate page directly using the built-in print function (Ctrl +P). You may also need to adjust the scaling and orientation to fit all the necessary details.

 

Furthermore, you can also learn how to create and print a packing slip in QuickBooks Online to show your customers the important shipping information.

 

I'd gladly assist you anytime if you have further concerns about estimates and progress invoice printing. Feel free to comment below, and have a great day.

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