QuickBooks Reports to Help Your Purchasing Department
QuickBooks: What If I Have a Customer and Vendor With the Same Name?

QuickBooks: How Do I Create an Open Estimate Report?

Tired of searching the report list to locate an "Open Estimate" report in QuickBooks?

Here's an easy way to make it happen, as you won't see this report anywhere in the report choices...

  • Open your Customer Center
  • Click the Transactions tab in the upper left hand part of the screen
  • Click the Estimates open in the list of Transactions - once you do that, all estimates that have been created in QuickBooks appear
  • Click the Filter by box at the top of the screen and choose "Open Estimates"
    Open Estimate Screen Shot

  • Right click in the screen and click View as Report and you'll then get the information from the screen into the standard QuickBooks report format, where it can easily be filtered, printed or exported into Excel...
    Open Estimate Report





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