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How to Customize an Active Estimates Report in QuickBooks

Is there a way to get a report listing the details for all my active estimates?
Yes!

  1. Go to Reports > Jobs, Time & Mileage > Job Progress Invoice vs. Estimate
  2. Click on the Modify Report button
  3. Check Item and/or Item Description in the Columns box
  4. Select the Filters tab
  5. Select the Detail level line in the Current Filter Choices box and change the Detail Level to All
  6. Select Estimate Active in the Choose Filter box and select Yes.

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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

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