Free tool · no signup
See the money stuck in
your quote pipeline.
Drop a QuickBooks estimates export. In seconds you’ll see stalled-estimate value, conversion rate, quote-to-acceptance lag, and where the pipeline is concentrated — with a short list of what to do about it.
Drop your QuickBooks estimates export
A .csv of your Estimates list. Drag it here or click to choose.
Your file never leaves your browser. The audit runs entirely on your device — nothing is uploaded, stored, or sent to a server. Check your network tab.
How to export your estimates from QuickBooks
Takes about a minute. The audit reads whatever columns are present and tells you what it couldn’t find.
1
In QuickBooks Online, open Reports and search “Estimates by Customer.”
2
Set the date range to the last 12–24 months so the pattern is real.
3
Use the export icon → Export to Excel / CSV.
4
Drop that file above. Nothing uploads — it’s read on your device.
Xero and other tools work too, as long as the CSV has estimate/quote rows with a date, customer, amount, and status. No estimates in your books yet? The audit still reads what’s there and says what it needs.