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Customer Balance Reports in QuickBooks
Published 04/13/2009 | 
You could probably create a custom report that includes both estimates and accounts receivable, but I'm not sure that's the best way to approach this because not all estimates are accepted by the customer.
A better idea is to turn your accepted estimates into sales orders. If you have it turned on (Edit -> Preferences -> Sales & Customers -> Company Preferences) it'll be hiding below Create Invoice on your Estimates. This way you can track your accepted estimates separately.
Like estimates, sales orders are non-posting, so they won't show up on your Customer Balance reports, until you create an invoice from them (it's a good idea to invoice from your sales orders instead of your estimates). But you can run Open Sales Order reports for a list of accepted, but uninvoiced jobs, as well as Customer Balance reports for a list of accepted, invoiced, but unpaid jobs.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
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