Thank you for posting here on the Community, @kevinamfs. I'm here to help you with progress invoicing In QuickBooks Online.
I understand that you want the sales manager to access the Estimates & Progress Invoicing Summary by Customer Report by giving them the highest level sales role. Currently, the report is accessible by the admin role. As a workaround, you can send it to them through email.
Due to the high volume of feature requests, Our Product Development Team may have overlooked the request to be able to customize the Estimates and Progress Invoicing Summary report and filter it to show specific data in QuickBooks.
You can send Feedback to our Engineers if you haven't yet sent your request. I'll input the steps below so you can proceed. To begin, here's how:
- Access your QuickBooks Online company.
- In the upper-right corner, click the Gear icon and then select Feedback.
- Enter a brief description of your product suggestion, and then click Next.
- Type your email address.
- Once done, click Send Message.
In addition, I've got you this article in case you'd like to share your reports with your team: Share custom reports.
Let me know in the comment section if you have further concerns regarding progress invoicing in QuickBooks. I'll be more than happy to help. Have a nice day!
