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Hello @vz1,
Thank you for dropping by here in the Community. I can help you with your concern about the total amount in QuickBooks.
The Total column under the customer's profile will include the estimates if the filter selected is All transactions. As a workaround, I recommend adjusting the filter (see screenshot below), or you run a report.
You can use the Transaction List by Customer report to exclude the estimate and show the correct total amount. There's an option to select specific transaction types only.
Please follow these steps:
- On the left navigation bar, click Reports.
- Scroll down and select Transaction List by Customer.
- Choose the date range.
- Click Customize.
- Under Filter, choose the transaction types you want to include.
- Hit Run report.
Additionally, you can visit this link to learn how to view the status of your sales transactions, as well as some tips for managing them in QuickBooks: View sales transactions.
Drop me a comment below if you need more assistance with the totals or the customer list. I'll be happy to help you some more.