It's important to use the estimate feature if you're doing job or project costing, Carolexx.

An estimate is used to create a bid, proposal, or quote. This doesn't affect any methods of reporting in QuickBooks nor show it in your Profit and Loss report since this isn't a posting transaction. You'll want to use progress invoicing so it is easier for you to track balances of your industry.

Please check this article to turn on the feature and show the steps on the process: Set Up And Progress Invoices In QuickBooks Desktop.

For your reference, you can categorize each transaction after invoices and payments are entered: Add And Match Bank Feed Transactions In QuickBooks Desktop.

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