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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
ShiellaGraceA
QuickBooks Team

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Thanks for joining us here today, @barbara6.

 

Let me share some information about estimates and the balance sheet report. Estimates are non-posting transactions and are used in accrual basis accounting to complete the financial statements.

 

While the balance sheet contains information on cash and accounts receivables, estimates aren't part of it.

 

Learn more about the different reports that cater to your business needs in this article: Understand reports.

 

I've also added this link here to guide you with customer transaction workflows: Get started with customer transaction workflows in QuickBooks Desktop.

 

That'll do it. Please let me know if you have follow-up questions or concerns with estimates or reports. I'm more than happy to assist you. Take care and have a wonderful day ahead.

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