Good day, EmilyO!
The dashboard displays an overview of your income, expenses, and account balance. Currently, we're unable to show the open estimates from there.
As a workaround, we can pull up the Estimates by Customer report. Then, we can customize it to show only the open estimates. You can follow these steps:
- Go to the Reports tab, then search and select Estimates by Customer.
- Click the Customize button. From the Filter section, check the Estimate Status box and choose either Pending, Accepted, or Pending or Accepted from its drop-down.
- Tap Run report.
Here are the detailed steps if you need to customize reports in QuickBooks Online.
Did you know you can send progress invoicing? You'll want to check this link on how to set it up: Set up and send progress invoices in QuickBooks Online.
Please post again if you need anything else. Wishing you all the best!
