Tracking Progress Invoicing in QuickBooks

How to Track QuickBooks Progress Invoicing

A frequent question from readers is, "Can you tell me how to track the invoices against estimates in QuickBooks, including the line items on the invoices"?

You have two ways to do this.

To track progress invoicing for a specific QuickBooks estimate, open the estimate and click the History icon at the top of the transaction window. All of the invoices linked to the estimate are listed and you can open any individual invoice to see the line items.

To track progress invoicing for a group of QuickBooks estimates, choose Reports, Jobs, Time & Mileage, Job Progress Invoices vs. Estimates. You can modify the report to filter by date range, customer, or any other criteria. Then double-click each listing to drill down to the details.

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