October 2023

What is the Estimates & Progress Invoicing Summary by Customer Report in QuickBooks Online?

What is the Estimates & Progress Invoicing Summary by Customer Report in QuickBooks Online?

Understanding estimates and progress invoicing in QuickBooks Online is crucial as it provides insight into your business's sales pipeline, helping you better track and convert potential sales into revenue. Additionally, it helps identify high-value customers and areas for improvement in sales and marketing strategies.In this article, we’ll explain the Estimates...

August 2023

Business owner and accountant discussing about estimates in QuickBooks

How to Create and Manage Estimates in QuickBooks Online

For businesses that provide goods or services, creating accurate estimates is essential for securing potential clients and managing project costs effectively. QuickBooks Online offers a robust feature for generating estimates, enabling businesses to provide professional quotes to clients and potential clients while tracking project profitability. In this article, we will guide...