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Anonymous
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Hello there, @d2jump.

 

I’d be delighted to share the steps to acquire the Estimates by Customer report in QuickBooks Desktop (QBDT).

 

This will display the customer-specific estimates, invoiced sums, and unpaid balances. Then, you can filter the data by the customer and add the Status column. Don’t worry. I’ll walk you through to obtain this.

 

Here’s how:

 

  1. Go to the Reports menu and select Report Center.
  2. In the Report Center window, type in the Estimate by Customer report on the search bar.
  3. Under the Search Results, navigate to the Estimate by Customer. Tap the Run button to pull up the report.
    report 1.PNG

     

Once done, you can customize the report to include the status column. I’ll add this article for reference: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Feel free to reply in this thread if you have more questions about the reports. The Community always has your back. Have a good one!

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