Hi there, @Carolexx.
In the meantime, you can create an indicator, such as adding a letter to the invoices. You can delete them once you received the file from your accountant, and then you can make an estimate.
You can check out this article about deleting transactions for reference: Batch delete or void transactions in QuickBooks Desktop Accountant Edition.
Regarding estimate balances on the Profit and Loss report isn’t available. The estimate is a non-posting transaction. It will only include the report once you convert them to an invoice.
You can run the Transaction List by Customer report to show the estimates balances. I can show you how:
- Go to the Reports menu.
- Choose Customers & Receivables.
- Select the Transaction List by Customer.
- Click Customize.
- Under Columns, enter/select Open balance.
- Hit OK.
You might want to check this article to learn more about how to customize your data and make them more personalize: Customize reports in QuickBooks Desktop.
Let me know if you have other concerns. I’m always delighted to be your QuickBooks guide.
