Hi there, Upwire. I can show you how to run an estimate report excluding the 100% invoice in QuickBooks Online.
The option to customize the report by excluding 100% of the invoices in the Estimates & Progress Invoicing Summary by Customer reports is not applicable in QuickBooks. However, I suggest sending a feedback request to our product developers to let them know about customizing the report.
Here's how:
- Sign in to your QBO account.
- Click the Gear icon at the top, then Feedback.
- Enter your comments or product suggestions.
- Press Next.
Once done, our designated team will review it. You can track your future requests through the QuickBooks Online Feature Requests website.
Moreover, you can also run the Estimates by Customer report. This way, you can generate all pending estimates that have not yet been converted to invoices.
Here's how:
- Go to Reports. Search Estimates by Customer Reports, and click it.
- Click Switch to classic view.
- Tap Customize, and tick Estimate Status.
- Hit the dropdown arrow, then select Pending.
- Click Run report.
Furthermore, you can refer to this article to learn how to save your customized reports in QBO: Memorize reports in QuickBooks Online
Don't hesitate to comment on the post if you still have concerns about running your report in QBO. I'm always here to help.
